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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 | $70,779 | $152,460-53.6% | $118,746-40.4% | $147,586-52.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 15.32% | 17.41%-2.1pp | 24.54%-9.2pp | 578.59%-563.3pp |
| Employer contribution / active EE | $946 | $5,046-81.3% | $4,193-77.4% | $4,876-80.6% |
| Participant deferral / active EE | $3,387 | $6,212-45.5% | $5,332-36.5% | $5,439-37.7% |
| Admin fee / account holder | $61 | $16,953-99.6% | $10,720-99.4% | $10,886-99.4% |