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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 | $71,508 | $211,946-66.3% | $169,452-57.8% | $135,379-47.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 7.03% | 3.26%+3.8pp | 1.83%+5.2pp | 519.79%-512.8pp |
| Employer contribution / active EE | -$5,814 | $5,117-213.6% | $4,157-239.9% | $4,779-221.7% |
| Participant deferral / active EE | $2,008 | $6,075-67.0% | $5,277-62.0% | $5,609-64.2% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |