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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 | $72,406 | $127,387-43.2% | $115,038-37.1% | $125,389-42.3% |
| Participation rate | 94.4% | 84.2%+10.3pp | 81.4%+13.1pp | 83.2%+11.3pp |
| Annual return | -0.84% | 31.28%-32.1pp | 26.14%-27.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $573 | $5,166-88.9% | $4,608-87.6% | $4,866-88.2% |
| Participant deferral / active EE | $3,716 | $6,423-42.1% | $6,026-38.3% | $5,352-30.6% |
| Admin fee / account holder | $87 | $9,516-99.1% | $8,175-98.9% | $9,541-99.1% |