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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 | $27,638 | $183,592-84.9% | $155,574-82.2% | $145,877-81.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 26.49% | 61.37%-34.9pp | 64.87%-38.4pp | 551.28%-524.8pp |
| Employer contribution / active EE | $922 | $5,317-82.7% | $4,676-80.3% | $4,663-80.2% |
| Participant deferral / active EE | $5,147 | $6,466-20.4% | $5,629-8.6% | $6,691-23.1% |
| Admin fee / account holder | $42 | $19,316-99.8% | $15,914-99.7% | $13,402-99.7% |