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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 | $157,820 | $124,425+26.8% | $112,040+40.9% | $137,256+15.0% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 14.73% | 24.72%-10.0pp | 24.52%-9.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $195 | $3,411-94.3% | $2,954-93.4% | $4,156-95.3% |
| Participant deferral / active EE | $2,096 | $5,718-63.3% | $5,098-58.9% | $6,407-67.3% |
| Admin fee / account holder | $3 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |