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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 | $52,217 | $162,821-67.9% | $133,978-61.0% | $158,982-67.2% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 11.75% | 41.95%-30.2pp | 45.10%-33.3pp | 302.99%-291.2pp |
| Employer contribution / active EE | $402 | $4,976-91.9% | $3,919-89.7% | $4,763-91.6% |
| Participant deferral / active EE | $8,667 | $5,910+46.6% | $5,047+71.7% | $5,983+44.8% |
| Admin fee / account holder | $232 | $11,742-98.0% | $8,930-97.4% | $11,252-97.9% |