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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 | $93,652 | $172,111-45.6% | $150,298-37.7% | $137,256-31.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.54% | 69.37%-52.8pp | 62.79%-46.2pp | 220.34%-203.8pp |
| Employer contribution / active EE | $642 | $4,636-86.1% | $4,154-84.5% | $4,156-84.5% |
| Participant deferral / active EE | $11,650 | $6,166+88.9% | $5,453+113.7% | $6,407+81.8% |
| Admin fee / account holder | $54 | $16,471-99.7% | $14,116-99.6% | $12,270-99.6% |