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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 | $92,327 | $91,559+0.8% | $133,978-31.1% | $79,856+15.6% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.6%+16.1pp |
| Annual return | 17.52% | 61.85%-44.3pp | 45.10%-27.6pp | 31.71%-14.2pp |
| Employer contribution / active EE | $415 | $2,384-82.6% | $3,919-89.4% | $2,471-83.2% |
| Participant deferral / active EE | $3,399 | $3,734-9.0% | $5,047-32.7% | $3,741-9.1% |
| Admin fee / account holder | $9 | $6,321-99.9% | $8,930-99.9% | $5,306-99.8% |