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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 | $213,648 | $162,136+31.8% | $152,301+40.3% | $154,746+38.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.87% | 91.02%-72.1pp | 80.50%-61.6pp | 172.34%-153.5pp |
| Employer contribution / active EE | $377 | $4,890-92.3% | $4,624-91.8% | $4,379-91.4% |
| Participant deferral / active EE | $3,243 | $8,341-61.1% | $8,004-59.5% | $6,730-51.8% |
| Admin fee / account holder | $7 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |