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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 | $41,118 | $755,339-94.6% | $379,746-89.2% | $158,982-74.1% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 23.39% | 53.41%-30.0pp | 34.90%-11.5pp | 302.99%-279.6pp |
| Employer contribution / active EE | $624 | $4,685-86.7% | $3,540-82.4% | $4,763-86.9% |
| Participant deferral / active EE | $7,280 | $7,938-8.3% | $6,024+20.8% | $5,983+21.7% |
| Admin fee / account holder | $0 | $14,482-100.0% | $7,927-100.0% | $11,252-100.0% |