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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 | $76,545 | $161,352-52.6% | $134,172-43.0% | $137,256-44.2% |
| Participation rate | 83.3% | 78.3%+5.0pp | 72.5%+10.9pp | 80.0%+3.4pp |
| Annual return | 19.05% | 28.72%-9.7pp | 25.30%-6.2pp | 220.34%-201.3pp |
| Employer contribution / active EE | $343 | $4,099-91.6% | $3,420-90.0% | $4,156-91.8% |
| Participant deferral / active EE | $11,750 | $5,552+111.6% | $4,690+150.5% | $6,407+83.4% |
| Admin fee / account holder | $17 | $15,028-99.9% | $12,016-99.9% | $12,270-99.9% |