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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 | $239,571-69.5% | $183,328-60.1% | $137,256-46.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 17.90% | 35.69%-17.8pp | 29.67%-11.8pp | 220.34%-202.4pp |
| Employer contribution / active EE | $136 | $6,148-97.8% | $5,055-97.3% | $4,156-96.7% |
| Participant deferral / active EE | $0 | $7,995-100.0% | $6,795-100.0% | $6,407-100.0% |
| Admin fee / account holder | $20 | $30,059-99.9% | $21,427-99.9% | $12,270-99.8% |