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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 | $56,010 | $156,398-64.2% | $147,318-62.0% | $138,895-59.7% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 22.24% | 78.75%-56.5pp | 70.43%-48.2pp | 145.39%-123.2pp |
| Employer contribution / active EE | $698 | $4,853-85.6% | $4,593-84.8% | $4,194-83.4% |
| Participant deferral / active EE | $4,593 | $8,237-44.2% | $7,906-41.9% | $6,396-28.2% |
| Admin fee / account holder | $40 | $14,976-99.7% | $13,708-99.7% | $12,562-99.7% |