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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 | $127,470 | $172,111-25.9% | $150,298-15.2% | $137,256-7.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 23.07% | 69.37%-46.3pp | 62.79%-39.7pp | 220.34%-197.3pp |
| Employer contribution / active EE | $753 | $4,636-83.8% | $4,154-81.9% | $4,156-81.9% |
| Participant deferral / active EE | $11,335 | $6,166+83.8% | $5,453+107.9% | $6,407+76.9% |
| Admin fee / account holder | $60 | $16,471-99.6% | $14,116-99.6% | $12,270-99.5% |