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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 | $136,860-30.7% | $120,344-21.2% | $154,746-38.8% |
| Participation rate | 70.0% | 79.9%-9.9pp | 76.7%-6.7pp | 80.7%-10.7pp |
| Annual return | 15.18% | 21.38%-6.2pp | 20.30%-5.1pp | 172.34%-157.2pp |
| Employer contribution / active EE | $224 | $3,533-93.7% | $3,020-92.6% | $4,379-94.9% |
| Participant deferral / active EE | $3,875 | $5,793-33.1% | $5,135-24.5% | $6,730-42.4% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |