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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 | $45,009 | $124,330-63.8% | $109,173-58.8% | $167,536-73.1% |
| Participation rate | 77.8% | 79.5%-1.7pp | 75.9%+1.9pp | 82.1%-4.3pp |
| Annual return | 44.02% | 26.04%+18.0pp | 25.75%+18.3pp | 478.82%-434.8pp |
| Employer contribution / active EE | $674 | $4,209-84.0% | $3,723-81.9% | $4,839-86.1% |
| Participant deferral / active EE | $9,514 | $5,256+81.0% | $4,654+104.4% | $6,342+50.0% |
| Admin fee / account holder | $38 | $7,974-99.5% | $6,755-99.4% | $12,315-99.7% |