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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 | $199,109-36.4% | $173,730-27.2% | $154,746-18.2% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.6%+12.1pp | 80.7%+11.0pp |
| Annual return | 17.41% | 20.02%-2.6pp | 19.96%-2.5pp | 172.34%-154.9pp |
| Employer contribution / active EE | $677 | $5,311-87.3% | $4,577-85.2% | $4,379-84.5% |
| Participant deferral / active EE | $5,289 | $7,113-25.6% | $6,326-16.4% | $6,730-21.4% |
| Admin fee / account holder | $66 | $20,916-99.7% | $17,523-99.6% | $14,365-99.5% |