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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 | $28,732 | $161,352-82.2% | $134,172-78.6% | $137,256-79.1% |
| Participation rate | 76.9% | 78.3%-1.4pp | 72.5%+4.5pp | 80.0%-3.0pp |
| Annual return | 21.29% | 28.72%-7.4pp | 25.30%-4.0pp | 220.34%-199.0pp |
| Employer contribution / active EE | $743 | $4,099-81.9% | $3,420-78.3% | $4,156-82.1% |
| Participant deferral / active EE | $3,697 | $5,552-33.4% | $4,690-21.2% | $6,407-42.3% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |