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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 | $72,469 | $162,812-55.5% | $133,971-45.9% | $158,966-54.4% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 16.22% | 41.94%-25.7pp | 45.09%-28.9pp | 302.95%-286.7pp |
| Employer contribution / active EE | $587 | $4,976-88.2% | $3,919-85.0% | $4,762-87.7% |
| Participant deferral / active EE | $6,003 | $5,910+1.6% | $5,047+18.9% | $5,983+0.3% |
| Admin fee / account holder | $198 | $11,741-98.3% | $8,929-97.8% | $11,250-98.2% |