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Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,873 | $176,077-87.0% | $159,455-85.7% | $167,518-86.3% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 25.51% | 331.83%-306.3pp | 263.63%-238.1pp | 478.71%-453.2pp |
| Employer contribution / active EE | $520 | $5,298-90.2% | $4,830-89.2% | $4,838-89.3% |
| Participant deferral / active EE | $11,461 | $7,751+47.9% | $7,353+55.9% | $6,342+80.7% |
| Admin fee / account holder | $29 | $12,556-99.8% | $10,800-99.7% | $12,312-99.8% |