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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 | $16,788 | $148,582-88.7% | $135,942-87.7% | $139,456-88.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.70% | 79.26%-59.6pp | 68.28%-48.6pp | 373.45%-353.7pp |
| Employer contribution / active EE | $124 | $5,245-97.6% | $4,858-97.5% | $4,753-97.4% |
| Participant deferral / active EE | $4,666 | $8,101-42.4% | $7,759-39.9% | $6,711-30.5% |
| Admin fee / account holder | $90 | $12,402-99.3% | $10,764-99.2% | $11,407-99.2% |