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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 | $35,043 | $166,131-78.9% | $164,975-78.8% | $145,877-76.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.45% | 100.37%-89.9pp | 70.12%-59.7pp | 551.28%-540.8pp |
| Employer contribution / active EE | $952 | $5,276-82.0% | $4,343-78.1% | $4,663-79.6% |
| Participant deferral / active EE | $3,612 | $6,962-48.1% | $6,033-40.1% | $6,691-46.0% |
| Admin fee / account holder | $182 | $16,648-98.9% | $12,688-98.6% | $13,402-98.6% |