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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 | $88,105 | $139,948-37.0% | $121,663-27.6% | $154,746-43.1% |
| Participation rate | 77.8% | 78.0%-0.2pp | 74.5%+3.3pp | 80.7%-2.9pp |
| Annual return | 21.72% | 230.52%-208.8pp | 147.54%-125.8pp | 172.34%-150.6pp |
| Employer contribution / active EE | $364 | $3,521-89.7% | $3,020-87.9% | $4,379-91.7% |
| Participant deferral / active EE | $2,132 | $5,629-62.1% | $4,887-56.4% | $6,730-68.3% |
| Admin fee / account holder | $17 | $17,321-99.9% | $14,289-99.9% | $14,365-99.9% |