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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 | $12,463 | $172,111-92.8% | $150,298-91.7% | $137,256-90.9% |
| Participation rate | 76.9% | 81.7%-4.8pp | 77.8%-0.8pp | 80.0%-3.0pp |
| Annual return | 23.47% | 69.37%-45.9pp | 62.79%-39.3pp | 220.34%-196.9pp |
| Employer contribution / active EE | $827 | $4,636-82.2% | $4,154-80.1% | $4,156-80.1% |
| Participant deferral / active EE | $1,822 | $6,166-70.4% | $5,453-66.6% | $6,407-71.6% |
| Admin fee / account holder | $58 | $16,471-99.6% | $14,116-99.6% | $12,270-99.5% |