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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 | $177,156-83.8% | $147,027-80.5% | $154,746-81.4% |
| Participation rate | 76.9% | 79.4%-2.4pp | 73.7%+3.2pp | 80.7%-3.8pp |
| Annual return | 21.29% | 21.94%-0.6pp | 20.23%+1.1pp | 172.34%-151.0pp |
| Employer contribution / active EE | $743 | $4,336-82.9% | $3,626-79.5% | $4,379-83.0% |
| Participant deferral / active EE | $3,697 | $5,797-36.2% | $4,933-25.1% | $6,730-45.1% |
| Admin fee / account holder | $0 | $14,904-100.0% | $12,223-100.0% | $14,365-100.0% |