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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 | $33,593 | $217,432-84.6% | $185,849-81.9% | $167,536-79.9% |
| Participation rate | 91.7% | 86.1%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 24.23% | 148.42%-124.2pp | 122.10%-97.9pp | 478.82%-454.6pp |
| Employer contribution / active EE | $982 | $5,875-83.3% | $5,169-81.0% | $4,839-79.7% |
| Participant deferral / active EE | $2,378 | $6,357-62.6% | $5,569-57.3% | $6,342-62.5% |
| Admin fee / account holder | $10 | $19,818-100.0% | $16,244-99.9% | $12,315-99.9% |