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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 | $73,172 | $407,956-82.1% | $299,830-75.6% | $198,609-63.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 78.5%+21.5pp | 82.4%+17.6pp |
| Annual return | 17.90% | 6.66%+11.2pp | 10.58%+7.3pp | 202.70%-184.8pp |
| Employer contribution / active EE | $136 | $7,661-98.2% | $5,842-97.7% | $5,055-97.3% |
| Participant deferral / active EE | $0 | $8,628-100.0% | $7,038-100.0% | $6,977-100.0% |
| Admin fee / account holder | $20 | $73,031-100.0% | $50,982-100.0% | $19,030-99.9% |