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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 | $33,757 | $183,592-81.6% | $155,574-78.3% | $145,877-76.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.13% | 61.37%-42.2pp | 64.87%-45.7pp | 551.28%-532.2pp |
| Employer contribution / active EE | $293 | $5,317-94.5% | $4,676-93.7% | $4,663-93.7% |
| Participant deferral / active EE | $7,631 | $6,466+18.0% | $5,629+35.6% | $6,691+14.1% |
| Admin fee / account holder | $48 | $19,316-99.7% | $15,914-99.7% | $13,402-99.6% |