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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 | $61,128 | $154,228-60.4% | $145,433-58.0% | $137,256-55.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.40% | 74.59%-53.2pp | 66.58%-45.2pp | 220.34%-198.9pp |
| Employer contribution / active EE | $37 | $4,804-99.2% | $4,554-99.2% | $4,156-99.1% |
| Participant deferral / active EE | $17,554 | $8,216+113.6% | $7,897+122.3% | $6,407+174.0% |
| Admin fee / account holder | $135 | $14,344-99.1% | $13,129-99.0% | $12,270-98.9% |