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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 | $24,702 | $154,228-84.0% | $145,433-83.0% | $137,256-82.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 32.90% | 74.59%-41.7pp | 66.58%-33.7pp | 220.34%-187.4pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,928 | $8,216+8.7% | $7,897+13.0% | $6,407+39.4% |
| Admin fee / account holder | $124 | $14,344-99.1% | $13,129-99.1% | $12,270-99.0% |