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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 | $245,270 | $275,752-11.1% | $256,809-4.5% | $198,609+23.5% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 14.50% | 34.81%-20.3pp | 32.73%-18.2pp | 202.70%-188.2pp |
| Employer contribution / active EE | $1,266 | $7,721-83.6% | $7,263-82.6% | $5,055-75.0% |
| Participant deferral / active EE | $10,333 | $10,037+3.0% | $9,520+8.5% | $6,977+48.1% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |