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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 | $49,840 | $192,829-74.2% | $142,516-65.0% | $139,466-64.3% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 26.09% | 17.99%+8.1pp | 19.99%+6.1pp | 373.66%-347.6pp |
| Employer contribution / active EE | $1,137 | $5,808-80.4% | $4,849-76.6% | $4,754-76.1% |
| Participant deferral / active EE | $2,400 | $7,200-66.7% | $6,280-61.8% | $6,712-64.2% |
| Admin fee / account holder | $20 | $15,120-99.9% | $10,008-99.8% | $11,409-99.8% |