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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 | $15,789 | $174,379-90.9% | $152,093-89.6% | $138,895-88.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.24% | 74.86%-61.6pp | 66.36%-53.1pp | 145.39%-132.2pp |
| Employer contribution / active EE | $817 | $4,652-82.4% | $4,175-80.4% | $4,194-80.5% |
| Participant deferral / active EE | $1,952 | $6,159-68.3% | $5,451-64.2% | $6,396-69.5% |
| Admin fee / account holder | $265 | $16,880-98.4% | $14,497-98.2% | $12,562-97.9% |