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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 | $16,773 | $112,729-85.1% | $98,716-83.0% | $137,256-87.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 21.02% | 38.48%-17.5pp | 31.81%-10.8pp | 220.34%-199.3pp |
| Employer contribution / active EE | $335 | $2,725-87.7% | $2,279-85.3% | $4,156-91.9% |
| Participant deferral / active EE | $5,225 | $4,640+12.6% | $4,048+29.1% | $6,407-18.4% |
| Admin fee / account holder | $62 | $10,129-99.4% | $8,703-99.3% | $12,270-99.5% |