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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 | $66,361 | $94,031-29.4% | $115,768-42.7% | $82,448-19.5% |
| Participation rate | 96.2% | 70.4%+25.7pp | 74.4%+21.8pp | 68.1%+28.1pp |
| Annual return | 12.89% | 20.61%-7.7pp | 100.46%-87.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $568 | $2,323-75.6% | $2,940-80.7% | $2,551-77.7% |
| Participant deferral / active EE | $6,049 | $3,972+52.3% | $4,917+23.0% | $4,139+46.1% |
| Admin fee / account holder | $3 | $10,249-100.0% | $12,439-100.0% | $7,234-100.0% |