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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 | $19,404 | $160,070-87.9% | $147,117-86.8% | $145,897-86.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 12.72% | 98.69%-86.0pp | 420.54%-407.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $274 | $5,285-94.8% | $4,932-94.4% | $4,663-94.1% |
| Participant deferral / active EE | $5,485 | $8,419-34.9% | $8,065-32.0% | $6,689-18.0% |
| Admin fee / account holder | $26 | $15,035-99.8% | $12,993-99.8% | $13,390-99.8% |