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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 | $45,109 | $181,896-75.2% | $156,551-71.2% | $273,972-83.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.41% | 30.74%-21.3pp | 32.23%-22.8pp | 41.46%-32.0pp |
| Employer contribution / active EE | $75 | $6,248-98.8% | $5,501-98.6% | $4,869-98.5% |
| Participant deferral / active EE | $2,025 | $5,550-63.5% | $4,871-58.4% | $5,287-61.7% |
| Admin fee / account holder | $8 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |