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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 | $12,408 | $96,388-87.1% | $80,627-84.6% | $139,466-91.1% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 20.46% | 1352.08%-1331.6pp | 936.76%-916.3pp | 373.66%-353.2pp |
| Employer contribution / active EE | $276 | $3,260-91.5% | $2,723-89.9% | $4,754-94.2% |
| Participant deferral / active EE | $1,371 | $5,224-73.8% | $4,443-69.1% | $6,712-79.6% |
| Admin fee / account holder | $3 | $6,603-99.9% | $5,381-99.9% | $11,409-100.0% |