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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 | $45,823 | $111,785-59.0% | $93,669-51.1% | $145,877-68.6% |
| Participation rate | 76.9% | 74.2%+2.7pp | 68.7%+8.2pp | 80.3%-3.4pp |
| Annual return | 12.63% | 203.79%-191.2pp | 133.59%-121.0pp | 551.28%-538.7pp |
| Employer contribution / active EE | $539 | $3,096-82.6% | $2,424-77.8% | $4,663-88.4% |
| Participant deferral / active EE | $2,291 | $4,919-53.4% | $4,416-48.1% | $6,691-65.8% |
| Admin fee / account holder | $99 | $10,256-99.0% | $8,291-98.8% | $13,402-99.3% |