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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 | $85,250 | $99,652-14.5% | $78,778+8.2% | $147,586-42.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 21.19% | 47.28%-26.1pp | 35.62%-14.4pp | 578.59%-557.4pp |
| Employer contribution / active EE | $250 | $2,796-91.1% | $1,986-87.4% | $4,876-94.9% |
| Participant deferral / active EE | $3,873 | $3,664+5.7% | $2,958+30.9% | $5,439-28.8% |
| Admin fee / account holder | $121 | $7,155-98.3% | $5,134-97.6% | $10,886-98.9% |