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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 | $36,159 | $201,370-82.0% | $184,256-80.4% | $145,897-75.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.89% | 29.05%-5.2pp | 28.85%-5.0pp | 552.29%-528.4pp |
| Employer contribution / active EE | $106 | $7,024-98.5% | $6,427-98.4% | $4,663-97.7% |
| Participant deferral / active EE | $11,728 | $9,808+19.6% | $9,133+28.4% | $6,689+75.3% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |