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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 | $184,014-81.2% | $161,149-78.5% | $138,895-75.0% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.8%+1.2pp | 79.9%+0.1pp |
| Annual return | 19.40% | 21.52%-2.1pp | 21.16%-1.8pp | 145.39%-126.0pp |
| Employer contribution / active EE | $755 | $5,055-85.1% | $4,360-82.7% | $4,194-82.0% |
| Participant deferral / active EE | $2,952 | $6,909-57.3% | $6,153-52.0% | $6,396-53.8% |
| Admin fee / account holder | $40 | $18,027-99.8% | $15,194-99.7% | $12,562-99.7% |