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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 | $31,257 | $172,111-81.8% | $150,298-79.2% | $137,256-77.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.70% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $299 | $4,636-93.5% | $4,154-92.8% | $4,156-92.8% |
| Participant deferral / active EE | $2,582 | $6,166-58.1% | $5,453-52.6% | $6,407-59.7% |
| Admin fee / account holder | $6 | $16,471-100.0% | $14,116-100.0% | $12,270-99.9% |