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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 | $57,871 | $141,001-59.0% | $112,228-48.4% | $139,487-58.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.07% | 32.75%-17.7pp | 30.23%-15.2pp | 373.84%-358.8pp |
| Employer contribution / active EE | $700 | $4,285-83.7% | $3,432-79.6% | $4,755-85.3% |
| Participant deferral / active EE | $3,854 | $5,877-34.4% | $4,800-19.7% | $6,713-42.6% |
| Admin fee / account holder | $27 | $9,959-99.7% | $7,752-99.7% | $11,407-99.8% |