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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 | $69,715 | $162,821-57.2% | $133,978-48.0% | $158,982-56.1% |
| Participation rate | 84.6% | 83.2%+1.4pp | 79.8%+4.8pp | 82.0%+2.6pp |
| Annual return | 15.32% | 41.95%-26.6pp | 45.10%-29.8pp | 302.99%-287.7pp |
| Employer contribution / active EE | $266 | $4,976-94.6% | $3,919-93.2% | $4,763-94.4% |
| Participant deferral / active EE | $3,389 | $5,910-42.7% | $5,047-32.8% | $5,983-43.4% |
| Admin fee / account holder | $170 | $11,742-98.6% | $8,930-98.1% | $11,252-98.5% |