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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 | $42,604 | $176,105-75.8% | $159,474-73.3% | $167,536-74.6% |
| Participation rate | 95.8% | 85.0%+10.9pp | 82.8%+13.0pp | 82.1%+13.7pp |
| Annual return | 21.27% | 331.91%-310.6pp | 263.68%-242.4pp | 478.82%-457.5pp |
| Employer contribution / active EE | $502 | $5,299-90.5% | $4,831-89.6% | $4,839-89.6% |
| Participant deferral / active EE | $7,446 | $7,751-3.9% | $7,353+1.3% | $6,342+17.4% |
| Admin fee / account holder | $186 | $12,559-98.5% | $10,802-98.3% | $12,315-98.5% |