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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 | $76,525 | $228,395-66.5% | $185,861-58.8% | $158,982-51.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 19.57% | 40.82%-21.2pp | 35.96%-16.4pp | 302.99%-283.4pp |
| Employer contribution / active EE | $416 | $4,968-91.6% | $4,088-89.8% | $4,763-91.3% |
| Participant deferral / active EE | $1,575 | $6,417-75.5% | $5,634-72.0% | $5,983-73.7% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |