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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 | $16,631 | $183,627-90.9% | $155,602-89.3% | $145,978-88.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.39% | 61.32%-48.9pp | 64.81%-52.4pp | 550.52%-538.1pp |
| Employer contribution / active EE | $629 | $5,316-88.2% | $4,675-86.5% | $4,662-86.5% |
| Participant deferral / active EE | $4,242 | $6,466-34.4% | $5,629-24.6% | $6,690-36.6% |
| Admin fee / account holder | $83 | $19,327-99.6% | $15,923-99.5% | $13,400-99.4% |