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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 | $212,386-68.3% | $199,883-66.4% | $138,895-51.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 26.84% | 47.75%-20.9pp | 43.81%-17.0pp | 145.39%-118.6pp |
| Employer contribution / active EE | $968 | $6,625-85.4% | $6,261-84.5% | $4,194-76.9% |
| Participant deferral / active EE | $16,498 | $9,617+71.5% | $9,138+80.5% | $6,396+157.9% |
| Admin fee / account holder | $20 | $18,233-99.9% | $17,268-99.9% | $12,562-99.8% |