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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 | $38,803 | $181,896-78.7% | $156,551-75.2% | $273,972-85.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.38% | 30.74%-23.4pp | 32.23%-24.8pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,273 | $6,248-79.6% | $5,501-76.9% | $4,869-73.8% |
| Participant deferral / active EE | $3,890 | $5,550-29.9% | $4,871-20.1% | $5,287-26.4% |
| Admin fee / account holder | $42 | $15,560-99.7% | $13,028-99.7% | $10,133-99.6% |