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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 | $22,235 | $114,119-80.5% | $107,187-79.3% | $138,895-84.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 25.48% | 273.21%-247.7pp | 204.55%-179.1pp | 145.39%-119.9pp |
| Employer contribution / active EE | $585 | $4,059-85.6% | $3,782-84.5% | $4,194-86.1% |
| Participant deferral / active EE | $4,154 | $5,538-25.0% | $5,096-18.5% | $6,396-35.1% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |