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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 | $81,011 | $162,785-50.2% | $133,959-39.5% | $158,950-49.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.70% | 41.94%-26.2pp | 45.09%-29.4pp | 302.91%-287.2pp |
| Employer contribution / active EE | $51 | $4,975-99.0% | $3,919-98.7% | $4,762-98.9% |
| Participant deferral / active EE | $2,998 | $5,910-49.3% | $5,047-40.6% | $5,983-49.9% |
| Admin fee / account holder | $208 | $11,738-98.2% | $8,928-97.7% | $11,248-98.2% |