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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 | $143,784 | $124,351+15.6% | $109,188+31.7% | $167,553-14.2% |
| Participation rate | 71.4% | 79.4%-8.0pp | 75.9%-4.5pp | 82.1%-10.7pp |
| Annual return | 19.46% | 26.04%-6.6pp | 25.76%-6.3pp | 478.89%-459.4pp |
| Employer contribution / active EE | $201 | $4,210-95.2% | $3,723-94.6% | $4,840-95.8% |
| Participant deferral / active EE | $22,487 | $5,257+327.8% | $4,654+383.2% | $6,343+254.5% |
| Admin fee / account holder | $30 | $7,975-99.6% | $6,755-99.6% | $12,316-99.8% |