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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 | $201,264+8.6% | $184,185+18.6% | $145,978+49.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.51% | 29.00%-12.5pp | 28.81%-12.3pp | 550.52%-534.0pp |
| Employer contribution / active EE | $683 | $7,021-90.3% | $6,426-89.4% | $4,662-85.3% |
| Participant deferral / active EE | $16,227 | $9,806+65.5% | $9,132+77.7% | $6,690+142.6% |
| Admin fee / account holder | $120 | $16,376-99.3% | $13,909-99.1% | $13,400-99.1% |