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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 | $93,372 | $196,972-52.6% | $182,262-48.8% | $198,609-53.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 12.57% | 158.27%-145.7pp | 140.60%-128.0pp | 202.70%-190.1pp |
| Employer contribution / active EE | $598 | $5,364-88.9% | $5,046-88.2% | $5,055-88.2% |
| Participant deferral / active EE | $8,301 | $8,643-4.0% | $8,276+0.3% | $6,977+19.0% |
| Admin fee / account holder | $17 | $18,429-99.9% | $16,712-99.9% | $19,030-99.9% |