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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 | $135,725 | $212,386-36.1% | $199,883-32.1% | $138,895-2.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 19.51% | 47.75%-28.2pp | 43.81%-24.3pp | 145.39%-125.9pp |
| Employer contribution / active EE | $852 | $6,625-87.1% | $6,261-86.4% | $4,194-79.7% |
| Participant deferral / active EE | $13,381 | $9,617+39.1% | $9,138+46.4% | $6,396+109.2% |
| Admin fee / account holder | $63 | $18,233-99.7% | $17,268-99.6% | $12,562-99.5% |