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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 | $282,059-74.1% | $213,469-65.7% | $154,746-52.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 17.90% | 20.90%-3.0pp | 20.58%-2.7pp | 172.34%-154.4pp |
| Employer contribution / active EE | $136 | $6,189-97.8% | $4,994-97.3% | $4,379-96.9% |
| Participant deferral / active EE | $0 | $8,186-100.0% | $6,841-100.0% | $6,730-100.0% |
| Admin fee / account holder | $20 | $37,435-99.9% | $27,141-99.9% | $14,365-99.9% |