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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 | $26,946 | $124,175-78.3% | $108,405-75.1% | $167,553-83.9% |
| Participation rate | 72.7% | 82.3%-9.6pp | 80.1%-7.4pp | 82.1%-9.4pp |
| Annual return | 14.44% | 1380.13%-1365.7pp | 905.55%-891.1pp | 478.89%-464.4pp |
| Employer contribution / active EE | $398 | $4,188-90.5% | $3,559-88.8% | $4,840-91.8% |
| Participant deferral / active EE | $6,576 | $6,908-4.8% | $6,563+0.2% | $6,343+3.7% |
| Admin fee / account holder | $0 | $9,457-100.0% | $7,297-100.0% | $12,316-100.0% |