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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 | $25,096 | $106,267-76.4% | $96,520-74.0% | $139,456-82.0% |
| Participation rate | 73.7% | 77.8%-4.2pp | 74.3%-0.7pp | 80.3%-6.6pp |
| Annual return | 25.60% | 38.45%-12.9pp | 35.72%-10.1pp | 373.45%-347.8pp |
| Employer contribution / active EE | $656 | $4,105-84.0% | $3,739-82.4% | $4,753-86.2% |
| Participant deferral / active EE | $1,881 | $5,454-65.5% | $4,879-61.4% | $6,711-72.0% |
| Admin fee / account holder | $6 | $7,882-99.9% | $6,733-99.9% | $11,407-99.9% |