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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 | $25,010 | $113,941-78.1% | $94,229-73.5% | $125,389-80.1% |
| Participation rate | 81.8% | 82.9%-1.1pp | 78.8%+3.0pp | 83.2%-1.4pp |
| Annual return | 0.74% | 5.29%-4.5pp | 10.68%-9.9pp | 282.24%-281.5pp |
| Employer contribution / active EE | $665 | $4,727-85.9% | $3,587-81.5% | $4,866-86.3% |
| Participant deferral / active EE | $1,501 | $5,179-71.0% | $4,320-65.3% | $5,352-71.9% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |