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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 | $27,644 | $159,934-82.7% | $147,005-81.2% | $145,959-81.1% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 14.77% | 98.24%-83.5pp | 418.76%-404.0pp | 561.95%-547.2pp |
| Employer contribution / active EE | $849 | $5,287-83.9% | $4,934-82.8% | $4,661-81.8% |
| Participant deferral / active EE | $2,718 | $8,427-67.7% | $8,070-66.3% | $6,689-59.4% |
| Admin fee / account holder | $122 | $15,053-99.2% | $13,006-99.1% | $13,398-99.1% |