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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 | $35,332 | $148,623-76.2% | $135,974-74.0% | $139,466-74.7% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 14.22% | 79.30%-65.1pp | 68.30%-54.1pp | 373.66%-359.4pp |
| Employer contribution / active EE | $633 | $5,246-87.9% | $4,859-87.0% | $4,754-86.7% |
| Participant deferral / active EE | $5,447 | $8,103-32.8% | $7,760-29.8% | $6,712-18.8% |
| Admin fee / account holder | $121 | $12,406-99.0% | $10,767-98.9% | $11,409-98.9% |