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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 | $50,105 | $212,777-76.5% | $173,703-71.2% | $198,609-74.8% |
| Participation rate | 80.0% | 81.1%-1.1pp | 75.9%+4.1pp | 82.4%-2.4pp |
| Annual return | 19.61% | 18.82%+0.8pp | 17.46%+2.2pp | 202.70%-183.1pp |
| Employer contribution / active EE | $952 | $5,214-81.7% | $4,288-77.8% | $5,055-81.2% |
| Participant deferral / active EE | $3,112 | $5,697-45.4% | $4,854-35.9% | $6,977-55.4% |
| Admin fee / account holder | $20 | $19,536-99.9% | $15,562-99.9% | $19,030-99.9% |