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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 | $42,622 | $185,905-77.1% | $170,057-74.9% | $139,487-69.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.22% | 60.56%-42.3pp | 53.42%-35.2pp | 373.84%-355.6pp |
| Employer contribution / active EE | $1,219 | $7,597-84.0% | $6,790-82.0% | $4,755-74.4% |
| Participant deferral / active EE | $15,313 | $11,627+31.7% | $10,411+47.1% | $6,713+128.1% |
| Admin fee / account holder | $270 | $15,397-98.2% | $12,826-97.9% | $11,407-97.6% |