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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 | $30,353 | $160,040-81.0% | $147,096-79.4% | $145,877-79.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.41% | 98.49%-82.1pp | 419.75%-403.3pp | 551.28%-534.9pp |
| Employer contribution / active EE | $480 | $5,289-90.9% | $4,936-90.3% | $4,663-89.7% |
| Participant deferral / active EE | $2,640 | $8,429-68.7% | $8,071-67.3% | $6,691-60.5% |
| Admin fee / account holder | $252 | $15,050-98.3% | $13,005-98.1% | $13,402-98.1% |