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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 | $92,483 | $172,111-46.3% | $150,298-38.5% | $137,256-32.6% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 43.34% | 69.37%-26.0pp | 62.79%-19.4pp | 220.34%-177.0pp |
| Employer contribution / active EE | $497 | $4,636-89.3% | $4,154-88.0% | $4,156-88.0% |
| Participant deferral / active EE | $5,964 | $6,166-3.3% | $5,453+9.4% | $6,407-6.9% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |