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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 | $18,690 | $155,555-88.0% | $146,866-87.3% | $155,188-88.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.04% | 115.41%-99.4pp | 102.85%-86.8pp | 148.84%-132.8pp |
| Employer contribution / active EE | $274 | $4,647-94.1% | $4,425-93.8% | $4,248-93.6% |
| Participant deferral / active EE | $6,935 | $8,044-13.8% | $7,759-10.6% | $6,531+6.2% |
| Admin fee / account holder | $196 | $14,755-98.7% | $13,620-98.6% | $14,480-98.6% |