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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 | $87,067 | $165,361-47.3% | $149,715-41.8% | $158,950-45.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.12% | 348.24%-330.1pp | 276.66%-258.5pp | 302.91%-284.8pp |
| Employer contribution / active EE | $875 | $5,103-82.9% | $4,645-81.2% | $4,762-81.6% |
| Participant deferral / active EE | $13,776 | $7,182+91.8% | $6,842+101.3% | $5,983+130.3% |
| Admin fee / account holder | $26 | $10,808-99.8% | $9,310-99.7% | $11,248-99.8% |