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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 | $95,899 | $76,551+25.3% | $123,894-22.6% | $62,881+52.5% |
| Participation rate | 89.7% | 73.0%+16.7pp | 81.4%+8.2pp | 69.3%+20.4pp |
| Annual return | 12.40% | 18.68%-6.3pp | 47.52%-35.1pp | 20.14%-7.7pp |
| Employer contribution / active EE | $422 | $2,882-85.4% | $4,617-90.9% | $2,281-81.5% |
| Participant deferral / active EE | $8,686 | $4,840+79.5% | $5,984+45.1% | $3,203+171.2% |
| Admin fee / account holder | $226 | $4,826-95.3% | $8,357-97.3% | $4,296-94.7% |