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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 | $72,556 | $157,276-53.9% | $141,177-48.6% | $152,885-52.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.02% | 64.33%-43.3pp | 71.40%-50.4pp | 345.39%-324.4pp |
| Employer contribution / active EE | $518 | $5,262-90.2% | $4,736-89.1% | $4,763-89.1% |
| Participant deferral / active EE | $7,357 | $7,110+3.5% | $6,710+9.6% | $5,851+25.7% |
| Admin fee / account holder | $20 | $12,123-99.8% | $10,263-99.8% | $11,598-99.8% |