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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 | $34,675 | $178,174-80.5% | $156,181-77.8% | $137,256-74.7% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 19.40% | 84.19%-64.8pp | 64.87%-45.5pp | 220.34%-200.9pp |
| Employer contribution / active EE | $755 | $4,972-84.8% | $4,294-82.4% | $4,156-81.8% |
| Participant deferral / active EE | $2,952 | $6,888-57.1% | $6,132-51.9% | $6,407-53.9% |
| Admin fee / account holder | $40 | $17,404-99.8% | $14,586-99.7% | $12,270-99.7% |