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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 | $155,555-40.0% | $146,866-36.4% | $155,188-39.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.57% | 115.41%-102.8pp | 102.85%-90.3pp | 148.84%-136.3pp |
| Employer contribution / active EE | $598 | $4,647-87.1% | $4,425-86.5% | $4,248-85.9% |
| Participant deferral / active EE | $8,301 | $8,044+3.2% | $7,759+7.0% | $6,531+27.1% |
| Admin fee / account holder | $17 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |