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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 | $43,490 | $99,345-56.2% | $84,753-48.7% | $273,972-84.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.23% | 22.93%-17.7pp | 22.78%-17.6pp | 41.46%-36.2pp |
| Employer contribution / active EE | $558 | $4,214-86.8% | $3,574-84.4% | $4,869-88.5% |
| Participant deferral / active EE | $7,764 | $4,270+81.8% | $3,712+109.2% | $5,287+46.8% |
| Admin fee / account holder | $236 | $6,645-96.5% | $5,333-95.6% | $10,133-97.7% |