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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 | $106,743 | $181,896-41.3% | $156,551-31.8% | $273,972-61.0% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 7.45% | 30.74%-23.3pp | 32.23%-24.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $1,078 | $6,248-82.8% | $5,501-80.4% | $4,869-77.9% |
| Participant deferral / active EE | $8,425 | $5,550+51.8% | $4,871+73.0% | $5,287+59.3% |
| Admin fee / account holder | $73 | $15,560-99.5% | $13,028-99.4% | $10,133-99.3% |