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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 | $215,732 | $99,995+115.7% | $85,063+153.6% | $145,978+47.8% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 18.73% | 83.99%-65.3pp | 66.54%-47.8pp | 550.52%-531.8pp |
| Employer contribution / active EE | $188 | $3,231-94.2% | $2,727-93.1% | $4,662-96.0% |
| Participant deferral / active EE | $9,082 | $5,295+71.5% | $4,523+100.8% | $6,690+35.8% |
| Admin fee / account holder | $204 | $7,255-97.2% | $6,155-96.7% | $13,400-98.5% |