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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 | $21,664 | $183,539-88.2% | $155,556-86.1% | $145,897-85.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.85% | 61.31%-45.5pp | 64.84%-49.0pp | 552.29%-536.4pp |
| Employer contribution / active EE | $861 | $5,315-83.8% | $4,675-81.6% | $4,663-81.5% |
| Participant deferral / active EE | $4,665 | $6,467-27.9% | $5,631-17.2% | $6,689-30.3% |
| Admin fee / account holder | $105 | $19,275-99.5% | $15,885-99.3% | $13,390-99.2% |