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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 | $27,051 | $111,814-75.8% | $103,374-73.8% | $145,959-81.5% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 20.69% | 24.77%-4.1pp | 24.89%-4.2pp | 561.95%-541.3pp |
| Employer contribution / active EE | $451 | $4,214-89.3% | $3,869-88.4% | $4,661-90.3% |
| Participant deferral / active EE | $9,204 | $5,618+63.8% | $5,058+82.0% | $6,689+37.6% |
| Admin fee / account holder | $119 | $9,754-98.8% | $8,394-98.6% | $13,398-99.1% |