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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 | $159,447 | $167,362-4.7% | $143,799+10.9% | $134,532+18.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 7.39% | 0.47%+6.9pp | -0.04%+7.4pp | 418.27%-410.9pp |
| Employer contribution / active EE | $800 | $5,620-85.8% | $4,952-83.8% | $4,741-83.1% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $30 | $18,094-99.8% | $14,677-99.8% | $11,429-99.7% |