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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 | $115,290 | $275,752-58.2% | $256,809-55.1% | $198,609-42.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 16.97% | 34.81%-17.8pp | 32.73%-15.8pp | 202.70%-185.7pp |
| Employer contribution / active EE | $452 | $7,721-94.1% | $7,263-93.8% | $5,055-91.1% |
| Participant deferral / active EE | $11,803 | $10,037+17.6% | $9,520+24.0% | $6,977+69.2% |
| Admin fee / account holder | $24 | $25,716-99.9% | $25,146-99.9% | $19,030-99.9% |