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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 | $123,155-64.7% | $108,753-60.0% | $155,188-72.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 14.55% | 44.73%-30.2pp | 37.47%-22.9pp | 148.84%-134.3pp |
| Employer contribution / active EE | $210 | $2,811-92.5% | $2,427-91.3% | $4,248-95.1% |
| Participant deferral / active EE | $2,900 | $4,623-37.3% | $4,115-29.5% | $6,531-55.6% |
| Admin fee / account holder | $184 | $12,126-98.5% | $10,320-98.2% | $14,480-98.7% |