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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 | $152,585 | $110,240+38.4% | $96,544+58.0% | $139,487+9.4% |
| Participation rate | 76.2% | 78.1%-1.9pp | 76.0%+0.2pp | 80.3%-4.1pp |
| Annual return | 16.14% | 26.41%-10.3pp | 25.88%-9.7pp | 373.84%-357.7pp |
| Employer contribution / active EE | $723 | $3,622-80.0% | $2,966-75.6% | $4,755-84.8% |
| Participant deferral / active EE | $4,918 | $5,549-11.4% | $4,851+1.4% | $6,713-26.7% |
| Admin fee / account holder | $58 | $11,602-99.5% | $8,254-99.3% | $11,407-99.5% |