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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 | $177,803 | $124,351+43.0% | $109,188+62.8% | $167,553+6.1% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 17.78% | 26.04%-8.3pp | 25.76%-8.0pp | 478.89%-461.1pp |
| Employer contribution / active EE | $689 | $4,210-83.6% | $3,723-81.5% | $4,840-85.8% |
| Participant deferral / active EE | $2,791 | $5,257-46.9% | $4,654-40.0% | $6,343-56.0% |
| Admin fee / account holder | $5 | $7,975-99.9% | $6,755-99.9% | $12,316-100.0% |