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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 | $27,521 | $165,381-83.4% | $149,730-81.6% | $158,966-82.7% |
| Participation rate | 77.3% | 84.6%-7.3pp | 82.5%-5.2pp | 82.0%-4.7pp |
| Annual return | 21.74% | 348.29%-326.6pp | 276.70%-255.0pp | 302.95%-281.2pp |
| Employer contribution / active EE | $664 | $5,104-87.0% | $4,645-85.7% | $4,762-86.1% |
| Participant deferral / active EE | $2,987 | $7,182-58.4% | $6,843-56.3% | $5,983-50.1% |
| Admin fee / account holder | $57 | $10,809-99.5% | $9,310-99.4% | $11,250-99.5% |