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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 | $27,772 | $162,136-82.9% | $152,301-81.8% | $154,746-82.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 26.97% | 91.02%-64.1pp | 80.50%-53.5pp | 172.34%-145.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,418 | $8,341+36.9% | $8,004+42.7% | $6,730+69.6% |
| Admin fee / account holder | $44 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |