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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 | $35,747 | $183,516-80.5% | $155,534-77.0% | $145,884-75.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.04% | 61.43%-45.4pp | 64.92%-48.9pp | 551.85%-535.8pp |
| Employer contribution / active EE | $437 | $5,315-91.8% | $4,675-90.6% | $4,662-90.6% |
| Participant deferral / active EE | $7,113 | $6,467+10.0% | $5,630+26.3% | $6,690+6.3% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |