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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 | $27,844 | $106,280-73.8% | $96,538-71.2% | $139,487-80.0% |
| Participation rate | 86.7% | 77.8%+8.8pp | 74.3%+12.3pp | 80.3%+6.3pp |
| Annual return | 15.65% | 38.48%-22.8pp | 35.74%-20.1pp | 373.84%-358.2pp |
| Employer contribution / active EE | $684 | $4,107-83.3% | $3,740-81.7% | $4,755-85.6% |
| Participant deferral / active EE | $1,655 | $5,457-69.7% | $4,880-66.1% | $6,713-75.3% |
| Admin fee / account holder | $156 | $7,888-98.0% | $6,737-97.7% | $11,407-98.6% |