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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 | $174,904 | $183,539-4.7% | $155,556+12.4% | $145,897+19.9% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 41.71% | 61.31%-19.6pp | 64.84%-23.1pp | 552.29%-510.6pp |
| Employer contribution / active EE | $673 | $5,315-87.3% | $4,675-85.6% | $4,663-85.6% |
| Participant deferral / active EE | $5,135 | $6,467-20.6% | $5,631-8.8% | $6,689-23.2% |
| Admin fee / account holder | $219 | $19,275-98.9% | $15,885-98.6% | $13,390-98.4% |