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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 | $201,264-68.4% | $184,185-65.5% | $145,978-56.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.60% | 29.00%-15.4pp | 28.81%-15.2pp | 550.52%-536.9pp |
| Employer contribution / active EE | $639 | $7,021-90.9% | $6,426-90.0% | $4,662-86.3% |
| Participant deferral / active EE | $10,102 | $9,806+3.0% | $9,132+10.6% | $6,690+51.0% |
| Admin fee / account holder | $20 | $16,376-99.9% | $13,909-99.9% | $13,400-99.9% |