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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 | $40,296 | $181,062-77.7% | $158,223-74.5% | $155,188-74.0% |
| Participation rate | 88.9% | 82.7%+6.2pp | 79.2%+9.7pp | 80.8%+8.1pp |
| Annual return | 9.64% | 57.39%-47.7pp | 52.09%-42.5pp | 148.84%-139.2pp |
| Employer contribution / active EE | $611 | $4,565-86.6% | $4,109-85.1% | $4,248-85.6% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $219 | $18,825-98.8% | $16,047-98.6% | $14,480-98.5% |