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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 | $80,263 | $178,174-55.0% | $156,181-48.6% | $137,256-41.5% |
| Participation rate | 86.7% | 82.0%+4.6pp | 78.8%+7.8pp | 80.0%+6.7pp |
| Annual return | 15.21% | 84.19%-69.0pp | 64.87%-49.7pp | 220.34%-205.1pp |
| Employer contribution / active EE | $888 | $4,972-82.1% | $4,294-79.3% | $4,156-78.6% |
| Participant deferral / active EE | $2,672 | $6,888-61.2% | $6,132-56.4% | $6,407-58.3% |
| Admin fee / account holder | $13 | $17,404-99.9% | $14,586-99.9% | $12,270-99.9% |