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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 | $150,188 | $181,896-17.4% | $156,551-4.1% | $273,972-45.2% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 10.31% | 30.74%-20.4pp | 32.23%-21.9pp | 41.46%-31.1pp |
| Employer contribution / active EE | $1,260 | $6,248-79.8% | $5,501-77.1% | $4,869-74.1% |
| Participant deferral / active EE | $3,660 | $5,550-34.1% | $4,871-24.9% | $5,287-30.8% |
| Admin fee / account holder | $34 | $15,560-99.8% | $13,028-99.7% | $10,133-99.7% |