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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 | $85,030 | $201,372-57.8% | $184,260-53.9% | $145,884-41.7% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 14.06% | 29.04%-15.0pp | 28.84%-14.8pp | 551.85%-537.8pp |
| Employer contribution / active EE | $879 | $7,024-87.5% | $6,427-86.3% | $4,662-81.1% |
| Participant deferral / active EE | $4,600 | $9,808-53.1% | $9,133-49.6% | $6,690-31.2% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |