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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 | $63,535 | $201,344-68.4% | $184,243-65.5% | $145,877-56.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.60% | 29.01%-15.4pp | 28.82%-15.2pp | 551.28%-537.7pp |
| Employer contribution / active EE | $639 | $7,022-90.9% | $6,427-90.1% | $4,663-86.3% |
| Participant deferral / active EE | $10,102 | $9,807+3.0% | $9,132+10.6% | $6,691+51.0% |
| Admin fee / account holder | $20 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |