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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 | $36,166 | $217,432-83.4% | $185,849-80.5% | $167,536-78.4% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 24.35% | 148.42%-124.1pp | 122.10%-97.8pp | 478.82%-454.5pp |
| Employer contribution / active EE | $1,154 | $5,875-80.3% | $5,169-77.7% | $4,839-76.1% |
| Participant deferral / active EE | $3,091 | $6,357-51.4% | $5,569-44.5% | $6,342-51.3% |
| Admin fee / account holder | $104 | $19,818-99.5% | $16,244-99.4% | $12,315-99.2% |