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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 | $87,580 | $157,296-44.3% | $141,191-38.0% | $152,897-42.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.70% | 64.34%-46.6pp | 71.41%-53.7pp | 345.43%-327.7pp |
| Employer contribution / active EE | $757 | $5,262-85.6% | $4,736-84.0% | $4,764-84.1% |
| Participant deferral / active EE | $9,145 | $7,111+28.6% | $6,710+36.3% | $5,851+56.3% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |