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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 | $34,646 | $217,432-84.1% | $185,849-81.4% | $167,536-79.3% |
| Participation rate | 92.9% | 86.1%+6.8pp | 81.7%+11.1pp | 82.1%+10.7pp |
| Annual return | 543.57% | 148.42%+395.2pp | 122.10%+421.5pp | 478.82%+64.8pp |
| Employer contribution / active EE | $1,193 | $5,875-79.7% | $5,169-76.9% | $4,839-75.3% |
| Participant deferral / active EE | $3,467 | $6,357-45.5% | $5,569-37.7% | $6,342-45.3% |
| Admin fee / account holder | $154 | $19,818-99.2% | $16,244-99.1% | $12,315-98.8% |