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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 | $37,722 | $201,264-81.3% | $184,185-79.5% | $145,978-74.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.92% | 29.00%-18.1pp | 28.81%-17.9pp | 550.52%-539.6pp |
| Employer contribution / active EE | $1,177 | $7,021-83.2% | $6,426-81.7% | $4,662-74.8% |
| Participant deferral / active EE | $4,572 | $9,806-53.4% | $9,132-49.9% | $6,690-31.7% |
| Admin fee / account holder | $149 | $16,376-99.1% | $13,909-98.9% | $13,400-98.9% |