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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 | $12,711 | $111,814-88.6% | $103,378-87.7% | $145,978-91.3% |
| Participation rate | 73.7% | 77.9%-4.3pp | 74.5%-0.8pp | 80.3%-6.6pp |
| Annual return | 9.35% | 24.80%-15.5pp | 24.91%-15.6pp | 550.52%-541.2pp |
| Employer contribution / active EE | $778 | $4,215-81.5% | $3,870-79.9% | $4,662-83.3% |
| Participant deferral / active EE | $2,209 | $5,618-60.7% | $5,058-56.3% | $6,690-67.0% |
| Admin fee / account holder | $134 | $9,764-98.6% | $8,401-98.4% | $13,400-99.0% |