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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 | $107,875 | $198,457-45.6% | $170,435-36.7% | $147,586-26.9% |
| Participation rate | 72.7% | 88.0%-15.2pp | 83.6%-10.9pp | 82.8%-10.1pp |
| Annual return | 20.80% | 257.30%-236.5pp | 205.94%-185.1pp | 578.59%-557.8pp |
| Employer contribution / active EE | $1,286 | $6,183-79.2% | $5,432-76.3% | $4,876-73.6% |
| Participant deferral / active EE | $2,455 | $5,629-56.4% | $4,939-50.3% | $5,439-54.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |