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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 | $54,056 | $150,207-64.0% | $120,380-55.1% | $145,978-63.0% |
| Participation rate | 83.3% | 78.8%+4.6pp | 71.9%+11.4pp | 80.3%+3.0pp |
| Annual return | 13.24% | 154.28%-141.0pp | 107.28%-94.0pp | 550.52%-537.3pp |
| Employer contribution / active EE | $724 | $4,351-83.4% | $3,465-79.1% | $4,662-84.5% |
| Participant deferral / active EE | $2,127 | $6,175-65.6% | $4,992-57.4% | $6,690-68.2% |
| Admin fee / account holder | $20 | $12,203-99.8% | $9,421-99.8% | $13,400-99.9% |