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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 | $43,471 | $124,980-65.2% | $108,359-59.9% | $154,746-71.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 14.55% | 45.00%-30.4pp | 36.89%-22.3pp | 172.34%-157.8pp |
| Employer contribution / active EE | $210 | $2,851-92.6% | $2,399-91.2% | $4,379-95.2% |
| Participant deferral / active EE | $2,900 | $4,743-38.9% | $4,137-29.9% | $6,730-56.9% |
| Admin fee / account holder | $184 | $11,502-98.4% | $9,741-98.1% | $14,365-98.7% |