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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 | $22,480 | $154,228-85.4% | $145,433-84.5% | $137,256-83.6% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 20.59% | 74.59%-54.0pp | 66.58%-46.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $589 | $4,804-87.7% | $4,554-87.1% | $4,156-85.8% |
| Participant deferral / active EE | $4,651 | $8,216-43.4% | $7,897-41.1% | $6,407-27.4% |
| Admin fee / account holder | $86 | $14,344-99.4% | $13,129-99.3% | $12,270-99.3% |