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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 | $59,456 | $107,363-44.6% | $92,909-36.0% | $152,897-61.1% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.0%+5.8pp | 82.5%-0.6pp |
| Annual return | 23.10% | 145.63%-122.5pp | 109.44%-86.3pp | 345.43%-322.3pp |
| Employer contribution / active EE | $187 | $4,222-95.6% | $3,653-94.9% | $4,764-96.1% |
| Participant deferral / active EE | $1,433 | $4,848-70.4% | $4,238-66.2% | $5,851-75.5% |
| Admin fee / account holder | $13 | $7,082-99.8% | $5,795-99.8% | $11,599-99.9% |