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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 | $24,151 | $175,231-86.2% | $149,696-83.9% | $139,466-82.7% |
| Participation rate | 95.0% | 83.4%+11.6pp | 78.8%+16.2pp | 80.3%+14.7pp |
| Annual return | 18.32% | 166.77%-148.5pp | 134.46%-116.1pp | 373.66%-355.3pp |
| Employer contribution / active EE | $90 | $5,478-98.4% | $4,821-98.1% | $4,754-98.1% |
| Participant deferral / active EE | $3,400 | $6,521-47.9% | $5,682-40.2% | $6,712-49.4% |
| Admin fee / account holder | $24 | $16,155-99.9% | $13,212-99.8% | $11,409-99.8% |