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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 | $91,896 | $156,398-41.2% | $147,318-37.6% | $138,895-33.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 27.13% | 78.75%-51.6pp | 70.43%-43.3pp | 145.39%-118.3pp |
| Employer contribution / active EE | $305 | $4,853-93.7% | $4,593-93.4% | $4,194-92.7% |
| Participant deferral / active EE | $13,166 | $8,237+59.8% | $7,906+66.5% | $6,396+105.8% |
| Admin fee / account holder | $100 | $14,976-99.3% | $13,708-99.3% | $12,562-99.2% |