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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 | $124,713 | $131,835-5.4% | $108,582+14.9% | $273,972-54.5% |
| Participation rate | 91.3% | 83.5%+7.8pp | 79.6%+11.7pp | 83.0%+8.3pp |
| Annual return | 5.04% | -91.57%+96.6pp | -51.70%+56.7pp | 41.46%-36.4pp |
| Employer contribution / active EE | $679 | $4,913-86.2% | $3,758-81.9% | $4,869-86.0% |
| Participant deferral / active EE | $2,679 | $5,127-47.8% | $4,311-37.9% | $5,287-49.3% |
| Admin fee / account holder | $212 | $10,253-97.9% | $7,645-97.2% | $10,133-97.9% |