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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 | $78,244 | $172,111-54.5% | $150,298-47.9% | $137,256-43.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 24.14% | 69.37%-45.2pp | 62.79%-38.6pp | 220.34%-196.2pp |
| Employer contribution / active EE | $756 | $4,636-83.7% | $4,154-81.8% | $4,156-81.8% |
| Participant deferral / active EE | $10,920 | $6,166+77.1% | $5,453+100.3% | $6,407+70.4% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |