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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 | $184,014-56.4% | $161,149-50.2% | $138,895-42.2% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.8%+7.8pp | 79.9%+6.7pp |
| Annual return | 15.21% | 21.52%-6.3pp | 21.16%-5.9pp | 145.39%-130.2pp |
| Employer contribution / active EE | $888 | $5,055-82.4% | $4,360-79.6% | $4,194-78.8% |
| Participant deferral / active EE | $2,672 | $6,909-61.3% | $6,153-56.6% | $6,396-58.2% |
| Admin fee / account holder | $13 | $18,027-99.9% | $15,194-99.9% | $12,562-99.9% |