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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 | $218,521 | $201,370+8.5% | $184,256+18.6% | $145,897+49.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.51% | 29.05%-12.5pp | 28.85%-12.3pp | 552.29%-535.8pp |
| Employer contribution / active EE | $683 | $7,024-90.3% | $6,427-89.4% | $4,663-85.4% |
| Participant deferral / active EE | $16,227 | $9,808+65.4% | $9,133+77.7% | $6,689+142.6% |
| Admin fee / account holder | $120 | $16,364-99.3% | $13,899-99.1% | $13,390-99.1% |