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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 | $136,456 | $209,336-34.8% | $197,124-30.8% | $137,256-0.6% |
| Participation rate | 71.4% | 87.3%-15.9pp | 86.7%-15.3pp | 80.0%-8.5pp |
| Annual return | 28.65% | 48.09%-19.4pp | 44.34%-15.7pp | 220.34%-191.7pp |
| Employer contribution / active EE | $960 | $6,591-85.4% | $6,227-84.6% | $4,156-76.9% |
| Participant deferral / active EE | $4,919 | $9,614-48.8% | $9,135-46.2% | $6,407-23.2% |
| Admin fee / account holder | $229 | $17,308-98.7% | $16,298-98.6% | $12,270-98.1% |