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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 | $45,537 | $209,874-78.3% | $189,537-76.0% | $167,536-72.8% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 24.84% | 748.61%-723.8pp | 555.34%-530.5pp | 478.82%-454.0pp |
| Employer contribution / active EE | $1,316 | $6,913-81.0% | $6,161-78.6% | $4,839-72.8% |
| Participant deferral / active EE | $5,133 | $8,934-42.5% | $8,220-37.6% | $6,342-19.1% |
| Admin fee / account holder | $213 | $14,299-98.5% | $12,048-98.2% | $12,315-98.3% |