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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 | $56,246 | $168,635-66.6% | $147,617-61.9% | $125,389-55.1% |
| Participation rate | 79.2% | 88.8%-9.6pp | 84.6%-5.5pp | 83.2%-4.0pp |
| Annual return | 1.94% | 77.65%-75.7pp | 61.98%-60.0pp | 282.24%-280.3pp |
| Employer contribution / active EE | $960 | $6,252-84.7% | $5,564-82.8% | $4,866-80.3% |
| Participant deferral / active EE | $4,668 | $5,507-15.2% | $4,895-4.6% | $5,352-12.8% |
| Admin fee / account holder | $163 | $13,580-98.8% | $11,612-98.6% | $9,541-98.3% |