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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 | $36,798 | $202,342-81.8% | $172,753-78.7% | $152,909-75.9% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 16.22% | 1029.88%-1013.7pp | 803.00%-786.8pp | 345.46%-329.2pp |
| Employer contribution / active EE | $406 | $5,857-93.1% | $5,144-92.1% | $4,764-91.5% |
| Participant deferral / active EE | $6,394 | $5,948+7.5% | $5,198+23.0% | $5,851+9.3% |
| Admin fee / account holder | $148 | $17,112-99.1% | $13,956-98.9% | $11,601-98.7% |