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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 | $171,427 | $211,239-18.8% | $178,528-4.0% | $145,877+17.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.85% | 30.22%-19.4pp | 27.11%-16.3pp | 551.28%-540.4pp |
| Employer contribution / active EE | -$8,294 | $4,570-281.5% | $3,950-310.0% | $4,663-277.9% |
| Participant deferral / active EE | $12,150 | $6,963+74.5% | $6,278+93.5% | $6,691+81.6% |
| Admin fee / account holder | $20 | $12,095-99.8% | $10,419-99.8% | $13,402-99.9% |