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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 | $38,273 | $140,592-72.8% | $123,105-68.9% | $125,389-69.5% |
| Participation rate | 77.8% | 88.2%-10.4pp | 86.8%-9.0pp | 83.2%-5.4pp |
| Annual return | -1.60% | 16.80%-18.4pp | 13.22%-14.8pp | 282.24%-283.8pp |
| Employer contribution / active EE | $944 | $6,041-84.4% | $5,151-81.7% | $4,866-80.6% |
| Participant deferral / active EE | $2,385 | $6,980-65.8% | $6,229-61.7% | $5,352-55.4% |
| Admin fee / account holder | $13 | $11,198-99.9% | $9,014-99.9% | $9,541-99.9% |