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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 | $38,058 | $107,363-64.6% | $92,909-59.0% | $152,897-75.1% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 23.83% | 145.63%-121.8pp | 109.44%-85.6pp | 345.43%-321.6pp |
| Employer contribution / active EE | $421 | $4,222-90.0% | $3,653-88.5% | $4,764-91.2% |
| Participant deferral / active EE | $7,082 | $4,848+46.1% | $4,238+67.1% | $5,851+21.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |