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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 | $40,622 | $183,592-77.9% | $155,567-73.9% | $145,959-72.2% |
| Participation rate | 78.3% | 82.7%-4.4pp | 78.2%+0.1pp | 80.3%-2.0pp |
| Annual return | 11.69% | 61.24%-49.6pp | 64.74%-53.0pp | 561.95%-550.3pp |
| Employer contribution / active EE | $869 | $5,315-83.7% | $4,674-81.4% | $4,661-81.4% |
| Participant deferral / active EE | $2,788 | $6,464-56.9% | $5,628-50.5% | $6,689-58.3% |
| Admin fee / account holder | $208 | $19,318-98.9% | $15,916-98.7% | $13,398-98.4% |