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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 | $183,516-78.5% | $155,534-74.7% | $145,884-73.0% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 25.54% | 61.43%-35.9pp | 64.92%-39.4pp | 551.85%-526.3pp |
| Employer contribution / active EE | $620 | $5,315-88.3% | $4,675-86.7% | $4,662-86.7% |
| Participant deferral / active EE | $2,058 | $6,467-68.2% | $5,630-63.5% | $6,690-69.2% |
| Admin fee / account holder | $184 | $19,293-99.0% | $15,900-98.8% | $13,392-98.6% |