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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 | $51,817 | $153,769-66.3% | $133,975-61.3% | $273,972-81.1% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.1%-9.3pp | 83.0%-5.2pp |
| Annual return | 11.12% | 36.51%-25.4pp | 29.29%-18.2pp | 41.46%-30.3pp |
| Employer contribution / active EE | $77 | $6,029-98.7% | $5,211-98.5% | $4,869-98.4% |
| Participant deferral / active EE | $4,170 | $6,958-40.1% | $6,282-33.6% | $5,287-21.1% |
| Admin fee / account holder | $16 | $11,765-99.9% | $9,324-99.8% | $10,133-99.8% |