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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 | $181,062-48.3% | $158,223-40.8% | $155,188-39.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.54% | 57.39%-40.8pp | 52.09%-35.6pp | 148.84%-132.3pp |
| Employer contribution / active EE | $642 | $4,565-85.9% | $4,109-84.4% | $4,248-84.9% |
| Participant deferral / active EE | $11,650 | $6,134+89.9% | $5,467+113.1% | $6,531+78.4% |
| Admin fee / account holder | $54 | $18,825-99.7% | $16,047-99.7% | $14,480-99.6% |