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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 | $254,759-50.3% | $216,567-41.6% | $198,609-36.3% |
| Participation rate | 91.7% | 84.5%+7.1pp | 81.6%+10.0pp | 82.4%+9.3pp |
| Annual return | 17.41% | 10.04%+7.4pp | 12.94%+4.5pp | 202.70%-185.3pp |
| Employer contribution / active EE | $677 | $6,096-88.9% | $5,216-87.0% | $5,055-86.6% |
| Participant deferral / active EE | $5,289 | $6,948-23.9% | $6,191-14.6% | $6,977-24.2% |
| Admin fee / account holder | $66 | $26,311-99.8% | $21,981-99.7% | $19,030-99.7% |