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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 | $181,062-48.9% | $158,223-41.5% | $155,188-40.4% |
| Participation rate | 71.4% | 82.7%-11.2pp | 79.2%-7.8pp | 80.8%-9.4pp |
| Annual return | 43.34% | 57.39%-14.0pp | 52.09%-8.7pp | 148.84%-105.5pp |
| Employer contribution / active EE | $497 | $4,565-89.1% | $4,109-87.9% | $4,248-88.3% |
| Participant deferral / active EE | $5,964 | $6,134-2.8% | $5,467+9.1% | $6,531-8.7% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |