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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 | $94,777 | $124,425-23.8% | $112,040-15.4% | $137,256-30.9% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.5%-6.5pp | 80.0%-10.0pp |
| Annual return | 15.18% | 24.72%-9.5pp | 24.52%-9.3pp | 220.34%-205.2pp |
| Employer contribution / active EE | $224 | $3,411-93.4% | $2,954-92.4% | $4,156-94.6% |
| Participant deferral / active EE | $3,875 | $5,718-32.2% | $5,098-24.0% | $6,407-39.5% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |