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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 | $37,240 | $106,247-64.9% | $96,515-61.4% | $139,466-73.3% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 13.12% | 38.47%-25.3pp | 35.73%-22.6pp | 373.66%-360.5pp |
| Employer contribution / active EE | $621 | $4,106-84.9% | $3,740-83.4% | $4,754-86.9% |
| Participant deferral / active EE | $1,828 | $5,456-66.5% | $4,880-62.5% | $6,712-72.8% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |