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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 | $28,805 | $148,629-80.6% | $135,982-78.8% | $139,487-79.3% |
| Participation rate | 70.8% | 83.9%-13.0pp | 81.9%-11.1pp | 80.3%-9.5pp |
| Annual return | 24.03% | 79.33%-55.3pp | 68.32%-44.3pp | 373.84%-349.8pp |
| Employer contribution / active EE | $629 | $5,247-88.0% | $4,859-87.1% | $4,755-86.8% |
| Participant deferral / active EE | $4,306 | $8,102-46.9% | $7,760-44.5% | $6,713-35.9% |
| Admin fee / account holder | $12 | $12,406-99.9% | $10,767-99.9% | $11,407-99.9% |