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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 | $17,128 | $174,379-90.2% | $152,093-88.7% | $138,895-87.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 21.75% | 74.86%-53.1pp | 66.36%-44.6pp | 145.39%-123.6pp |
| Employer contribution / active EE | $89 | $4,652-98.1% | $4,175-97.9% | $4,194-97.9% |
| Participant deferral / active EE | $5,604 | $6,159-9.0% | $5,451+2.8% | $6,396-12.4% |
| Admin fee / account holder | $148 | $16,880-99.1% | $14,497-99.0% | $12,562-98.8% |