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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 | $22,087 | $175,231-87.4% | $149,696-85.2% | $139,466-84.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.44% | 166.77%-146.3pp | 134.46%-114.0pp | 373.66%-353.2pp |
| Employer contribution / active EE | $980 | $5,478-82.1% | $4,821-79.7% | $4,754-79.4% |
| Participant deferral / active EE | $2,867 | $6,521-56.0% | $5,682-49.5% | $6,712-57.3% |
| Admin fee / account holder | $236 | $16,155-98.5% | $13,212-98.2% | $11,409-97.9% |