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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 | $107,439 | $275,752-61.0% | $256,809-58.2% | $198,609-45.9% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 19.64% | 34.81%-15.2pp | 32.73%-13.1pp | 202.70%-183.1pp |
| Employer contribution / active EE | $1,219 | $7,721-84.2% | $7,263-83.2% | $5,055-75.9% |
| Participant deferral / active EE | $19,321 | $10,037+92.5% | $9,520+103.0% | $6,977+176.9% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |