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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 | $28,306 | $80,983-65.0% | $96,544-70.7% | $75,177-62.3% |
| Participation rate | 84.4% | 71.8%+12.6pp | 76.0%+8.4pp | 67.2%+17.2pp |
| Annual return | 18.29% | 27.05%-8.8pp | 25.88%-7.6pp | 160.75%-142.5pp |
| Employer contribution / active EE | $430 | $2,282-81.1% | $2,966-85.5% | $2,671-83.9% |
| Participant deferral / active EE | $2,564 | $3,929-34.7% | $4,851-47.2% | $4,126-37.9% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,254-100.0% | $5,651-100.0% |