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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 | $35,045 | $157,304-77.7% | $141,197-75.2% | $152,909-77.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.34% | 64.34%-44.0pp | 71.41%-51.1pp | 345.46%-325.1pp |
| Employer contribution / active EE | $629 | $5,263-88.0% | $4,736-86.7% | $4,764-86.8% |
| Participant deferral / active EE | $5,160 | $7,111-27.4% | $6,710-23.1% | $5,851-11.8% |
| Admin fee / account holder | $185 | $12,126-98.5% | $10,265-98.2% | $11,601-98.4% |