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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 | $67,248 | $209,336-67.9% | $197,124-65.9% | $137,256-51.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 26.84% | 48.09%-21.3pp | 44.34%-17.5pp | 220.34%-193.5pp |
| Employer contribution / active EE | $968 | $6,591-85.3% | $6,227-84.5% | $4,156-76.7% |
| Participant deferral / active EE | $16,498 | $9,614+71.6% | $9,135+80.6% | $6,407+157.5% |
| Admin fee / account holder | $20 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |