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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 | $204,060 | $117,904+73.1% | $102,457+99.2% | $145,978+39.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 9.14% | 31.80%-22.7pp | 29.41%-20.3pp | 550.52%-541.4pp |
| Employer contribution / active EE | $656 | $3,613-81.9% | $3,022-78.3% | $4,662-85.9% |
| Participant deferral / active EE | $1,803 | $5,733-68.6% | $5,054-64.3% | $6,690-73.1% |
| Admin fee / account holder | $0 | $13,329-100.0% | $9,451-100.0% | $13,400-100.0% |