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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 | $183,592-4.7% | $155,574+12.4% | $145,877+19.9% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 41.71% | 61.37%-19.7pp | 64.87%-23.2pp | 551.28%-509.6pp |
| Employer contribution / active EE | $673 | $5,317-87.3% | $4,676-85.6% | $4,663-85.6% |
| Participant deferral / active EE | $5,135 | $6,466-20.6% | $5,629-8.8% | $6,691-23.3% |
| Admin fee / account holder | $219 | $19,316-98.9% | $15,914-98.6% | $13,402-98.4% |