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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 | $139,804 | $73,955+89.0% | $96,520+44.8% | $75,181+86.0% |
| Participation rate | 75.8% | 66.4%+9.3pp | 74.3%+1.4pp | 67.2%+8.6pp |
| Annual return | 15.63% | 26.72%-11.1pp | 35.72%-20.1pp | 160.69%-145.1pp |
| Employer contribution / active EE | $518 | $2,930-82.3% | $3,739-86.1% | $2,671-80.6% |
| Participant deferral / active EE | $5,279 | $3,659+44.3% | $4,879+8.2% | $4,126+28.0% |
| Admin fee / account holder | $146 | $5,217-97.2% | $6,733-97.8% | $5,650-97.4% |