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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 | $223,823-48.5% | $211,142-45.4% | $154,746-25.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 16.97% | 50.39%-33.4pp | 46.84%-29.9pp | 172.34%-155.4pp |
| Employer contribution / active EE | $452 | $6,787-93.3% | $6,442-93.0% | $4,379-89.7% |
| Participant deferral / active EE | $11,803 | $9,750+21.1% | $9,284+27.1% | $6,730+75.4% |
| Admin fee / account holder | $24 | $19,707-99.9% | $19,076-99.9% | $14,365-99.8% |