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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 | $126,557 | $178,174-29.0% | $156,181-19.0% | $137,256-7.8% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.8%+12.8pp | 80.0%+11.7pp |
| Annual return | 17.41% | 84.19%-66.8pp | 64.87%-47.5pp | 220.34%-202.9pp |
| Employer contribution / active EE | $677 | $4,972-86.4% | $4,294-84.2% | $4,156-83.7% |
| Participant deferral / active EE | $5,289 | $6,888-23.2% | $6,132-13.7% | $6,407-17.4% |
| Admin fee / account holder | $66 | $17,404-99.6% | $14,586-99.6% | $12,270-99.5% |