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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 | $154,923 | $185,883-16.7% | $170,043-8.9% | $139,466+11.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.25% | 60.54%-41.3pp | 53.40%-34.2pp | 373.66%-354.4pp |
| Employer contribution / active EE | $1,124 | $7,596-85.2% | $6,790-83.5% | $4,754-76.4% |
| Participant deferral / active EE | $7,500 | $11,626-35.5% | $10,410-28.0% | $6,712+11.7% |
| Admin fee / account holder | $182 | $15,393-98.8% | $12,824-98.6% | $11,409-98.4% |