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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 | $21,581 | $103,392-79.1% | $87,104-75.2% | $152,897-85.9% |
| Participation rate | 77.8% | 79.4%-1.6pp | 76.9%+0.9pp | 82.5%-4.7pp |
| Annual return | 24.73% | 28.10%-3.4pp | 28.19%-3.5pp | 345.43%-320.7pp |
| Employer contribution / active EE | $614 | $3,221-80.9% | $2,521-75.6% | $4,764-87.1% |
| Participant deferral / active EE | $2,792 | $4,778-41.6% | $4,048-31.0% | $5,851-52.3% |
| Admin fee / account holder | $190 | $12,194-98.4% | $7,491-97.5% | $11,599-98.4% |