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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 | $44,591 | $175,231-74.6% | $149,696-70.2% | $139,466-68.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.52% | 166.77%-150.3pp | 134.46%-117.9pp | 373.66%-357.1pp |
| Employer contribution / active EE | $958 | $5,478-82.5% | $4,821-80.1% | $4,754-79.8% |
| Participant deferral / active EE | $2,124 | $6,521-67.4% | $5,682-62.6% | $6,712-68.4% |
| Admin fee / account holder | $187 | $16,155-98.8% | $13,212-98.6% | $11,409-98.4% |