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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 | $60,291 | $110,337-45.4% | $102,383-41.1% | $145,877-58.7% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 14.61% | 24.83%-10.2pp | 24.94%-10.3pp | 551.28%-536.7pp |
| Employer contribution / active EE | $537 | $4,216-87.3% | $3,870-86.1% | $4,663-88.5% |
| Participant deferral / active EE | $3,394 | $5,621-39.6% | $5,060-32.9% | $6,691-49.3% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |