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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 | $74,239 | $181,896-59.2% | $156,551-52.6% | $273,972-72.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.74% | 30.74%-24.0pp | 32.23%-25.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,200 | $6,248-80.8% | $5,501-78.2% | $4,869-75.4% |
| Participant deferral / active EE | $7,101 | $5,550+27.9% | $4,871+45.8% | $5,287+34.3% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |