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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 | $77,804 | $181,896-57.2% | $156,551-50.3% | $273,972-71.6% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 9.31% | 30.74%-21.4pp | 32.23%-22.9pp | 41.46%-32.1pp |
| Employer contribution / active EE | $415 | $6,248-93.4% | $5,501-92.4% | $4,869-91.5% |
| Participant deferral / active EE | $5,231 | $5,550-5.7% | $4,871+7.4% | $5,287-1.1% |
| Admin fee / account holder | $80 | $15,560-99.5% | $13,028-99.4% | $10,133-99.2% |