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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 | $41,724 | $157,304-73.5% | $141,197-70.5% | $152,909-72.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.60% | 64.34%-36.7pp | 71.41%-43.8pp | 345.46%-317.9pp |
| Employer contribution / active EE | $103 | $5,263-98.0% | $4,736-97.8% | $4,764-97.8% |
| Participant deferral / active EE | $13,999 | $7,111+96.9% | $6,710+108.6% | $5,851+139.2% |
| Admin fee / account holder | $213 | $12,126-98.2% | $10,265-97.9% | $11,601-98.2% |