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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 | $73,047 | $172,111-57.6% | $150,298-51.4% | $137,256-46.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.41% | 69.37%-50.0pp | 62.79%-43.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $827 | $4,636-82.2% | $4,154-80.1% | $4,156-80.1% |
| Participant deferral / active EE | $7,128 | $6,166+15.6% | $5,453+30.7% | $6,407+11.3% |
| Admin fee / account holder | $122 | $16,471-99.3% | $14,116-99.1% | $12,270-99.0% |