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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 | $30,297 | $160,040-81.1% | $147,096-79.4% | $145,877-79.2% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.2%-6.0pp | 80.3%-4.1pp |
| Annual return | 15.27% | 98.49%-83.2pp | 419.75%-404.5pp | 551.28%-536.0pp |
| Employer contribution / active EE | $628 | $5,289-88.1% | $4,936-87.3% | $4,663-86.5% |
| Participant deferral / active EE | $4,706 | $8,429-44.2% | $8,071-41.7% | $6,691-29.7% |
| Admin fee / account holder | $48 | $15,050-99.7% | $13,005-99.6% | $13,402-99.6% |