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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 | $49,488 | $106,247-53.4% | $96,515-48.7% | $139,466-64.5% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 19.37% | 38.47%-19.1pp | 35.73%-16.4pp | 373.66%-354.3pp |
| Employer contribution / active EE | $462 | $4,106-88.8% | $3,740-87.6% | $4,754-90.3% |
| Participant deferral / active EE | $2,818 | $5,456-48.3% | $4,880-42.2% | $6,712-58.0% |
| Admin fee / account holder | $20 | $7,885-99.7% | $6,735-99.7% | $11,409-99.8% |