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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 | $51,027 | $106,280-52.0% | $96,538-47.1% | $139,487-63.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.89% | 38.48%-20.6pp | 35.74%-17.9pp | 373.84%-356.0pp |
| Employer contribution / active EE | $334 | $4,107-91.9% | $3,740-91.1% | $4,755-93.0% |
| Participant deferral / active EE | $6,116 | $5,457+12.1% | $4,880+25.3% | $6,713-8.9% |
| Admin fee / account holder | $37 | $7,888-99.5% | $6,737-99.5% | $11,407-99.7% |