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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 | $89,692 | $165,351-45.8% | $149,710-40.1% | $158,931-43.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.09% | 348.19%-331.1pp | 276.63%-259.5pp | 302.86%-285.8pp |
| Employer contribution / active EE | $528 | $5,103-89.6% | $4,645-88.6% | $4,761-88.9% |
| Participant deferral / active EE | $12,105 | $7,181+68.6% | $6,842+76.9% | $5,982+102.3% |
| Admin fee / account holder | $148 | $10,807-98.6% | $9,309-98.4% | $11,247-98.7% |