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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 | $25,019 | $138,102-81.9% | $125,381-80.0% | $134,532-81.4% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | 729.00% | 750.73%-21.7pp | 572.31%+156.7pp | 418.27%+310.7pp |
| Employer contribution / active EE | $489 | $5,245-90.7% | $4,815-89.8% | $4,741-89.7% |
| Participant deferral / active EE | $5,301 | $7,801-32.0% | $7,448-28.8% | $6,401-17.2% |
| Admin fee / account holder | $34 | $11,568-99.7% | $10,007-99.7% | $11,429-99.7% |