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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 | $19,149 | $111,830-82.9% | $93,696-79.6% | $145,884-86.9% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 13.28% | 204.08%-190.8pp | 133.74%-120.5pp | 551.85%-538.6pp |
| Employer contribution / active EE | $207 | $3,093-93.3% | $2,422-91.5% | $4,662-95.6% |
| Participant deferral / active EE | $4,859 | $4,920-1.2% | $4,417+10.0% | $6,690-27.4% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |