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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 | $45,213 | $183,539-75.4% | $155,556-70.9% | $145,897-69.0% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 16.37% | 61.31%-44.9pp | 64.84%-48.5pp | 552.29%-535.9pp |
| Employer contribution / active EE | $272 | $5,315-94.9% | $4,675-94.2% | $4,663-94.2% |
| Participant deferral / active EE | $4,210 | $6,467-34.9% | $5,631-25.2% | $6,689-37.1% |
| Admin fee / account holder | $216 | $19,275-98.9% | $15,885-98.6% | $13,390-98.4% |