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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 | $154,023 | $201,344-23.5% | $184,243-16.4% | $145,877+5.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.28% | 29.01%-5.7pp | 28.82%-5.5pp | 551.28%-528.0pp |
| Employer contribution / active EE | $936 | $7,022-86.7% | $6,427-85.4% | $4,663-79.9% |
| Participant deferral / active EE | $5,050 | $9,807-48.5% | $9,132-44.7% | $6,691-24.5% |
| Admin fee / account holder | $116 | $16,382-99.3% | $13,914-99.2% | $13,402-99.1% |