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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 | $29,406 | $183,516-84.0% | $155,534-81.1% | $145,884-79.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 9.63% | 61.43%-51.8pp | 64.92%-55.3pp | 551.85%-542.2pp |
| Employer contribution / active EE | $608 | $5,315-88.6% | $4,675-87.0% | $4,662-87.0% |
| Participant deferral / active EE | $5,424 | $6,467-16.1% | $5,630-3.7% | $6,690-18.9% |
| Admin fee / account holder | $92 | $19,293-99.5% | $15,900-99.4% | $13,392-99.3% |