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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 | $21,276 | $175,212-87.9% | $149,682-85.8% | $139,427-84.7% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 27.09% | 166.63%-139.5pp | 134.35%-107.3pp | 373.27%-346.2pp |
| Employer contribution / active EE | $221 | $5,475-96.0% | $4,818-95.4% | $4,752-95.3% |
| Participant deferral / active EE | $8,956 | $6,520+37.4% | $5,681+57.7% | $6,711+33.5% |
| Admin fee / account holder | $248 | $16,150-98.5% | $13,210-98.1% | $11,404-97.8% |