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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 | $28,486 | $211,224-86.5% | $178,505-84.0% | $145,897-80.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.05% | 30.28%-19.2pp | 27.16%-16.1pp | 552.29%-541.2pp |
| Employer contribution / active EE | $22 | $4,577-99.5% | $3,955-99.4% | $4,663-99.5% |
| Participant deferral / active EE | $3,066 | $6,966-56.0% | $6,280-51.2% | $6,689-54.2% |
| Admin fee / account holder | $173 | $12,109-98.6% | $10,428-98.3% | $13,390-98.7% |