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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 | $39,376 | $183,539-78.5% | $155,556-74.7% | $145,897-73.0% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 25.54% | 61.31%-35.8pp | 64.84%-39.3pp | 552.29%-526.7pp |
| Employer contribution / active EE | $620 | $5,315-88.3% | $4,675-86.7% | $4,663-86.7% |
| Participant deferral / active EE | $2,058 | $6,467-68.2% | $5,631-63.5% | $6,689-69.2% |
| Admin fee / account holder | $184 | $19,275-99.0% | $15,885-98.8% | $13,390-98.6% |