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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 | $106,887 | $135,956-21.4% | $123,894-13.7% | $273,972-61.0% |
| Participation rate | 88.2% | 84.1%+4.2pp | 81.4%+6.8pp | 83.0%+5.2pp |
| Annual return | 4.98% | 56.63%-51.6pp | 47.52%-42.5pp | 41.46%-36.5pp |
| Employer contribution / active EE | $699 | $5,170-86.5% | $4,617-84.9% | $4,869-85.6% |
| Participant deferral / active EE | $6,994 | $6,343+10.3% | $5,984+16.9% | $5,287+32.3% |
| Admin fee / account holder | $10 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |