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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 | $58,849 | $118,496-50.3% | $98,461-40.2% | $139,466-57.8% |
| Participation rate | 77.8% | 77.5%+0.3pp | 75.2%+2.6pp | 80.3%-2.6pp |
| Annual return | 19.16% | 18.96%+0.2pp | 21.17%-2.0pp | 373.66%-354.5pp |
| Employer contribution / active EE | $449 | $3,611-87.6% | $3,049-85.3% | $4,754-90.6% |
| Participant deferral / active EE | $2,987 | $5,393-44.6% | $4,738-37.0% | $6,712-55.5% |
| Admin fee / account holder | $17 | $14,056-99.9% | $8,961-99.8% | $11,409-99.8% |