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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 | $18,292 | $183,627-90.0% | $155,602-88.2% | $145,978-87.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.78% | 61.32%-51.5pp | 64.81%-55.0pp | 550.52%-540.7pp |
| Employer contribution / active EE | $545 | $5,316-89.8% | $4,675-88.3% | $4,662-88.3% |
| Participant deferral / active EE | $9,437 | $6,466+45.9% | $5,629+67.6% | $6,690+41.1% |
| Admin fee / account holder | $228 | $19,327-98.8% | $15,923-98.6% | $13,400-98.3% |