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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 | $27,561 | $167,483-83.5% | $115,752-76.2% | $147,585-81.3% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 82.8%-2.8pp |
| Annual return | 17.42% | 12.11%+5.3pp | 19.41%-2.0pp | 578.58%-561.2pp |
| Employer contribution / active EE | $518 | $4,960-89.6% | $3,492-85.2% | $4,876-89.4% |
| Participant deferral / active EE | $2,555 | $7,037-63.7% | $5,204-50.9% | $5,439-53.0% |
| Admin fee / account holder | $260 | $13,069-98.0% | $6,278-95.9% | $10,886-97.6% |