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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 | $21,995 | $181,062-87.9% | $158,223-86.1% | $155,188-85.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 19.98% | 57.39%-37.4pp | 52.09%-32.1pp | 148.84%-128.9pp |
| Employer contribution / active EE | $884 | $4,565-80.6% | $4,109-78.5% | $4,248-79.2% |
| Participant deferral / active EE | $2,494 | $6,134-59.3% | $5,467-54.4% | $6,531-61.8% |
| Admin fee / account holder | $188 | $18,825-99.0% | $16,047-98.8% | $14,480-98.7% |