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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 | $220,317 | $156,398+40.9% | $147,318+49.6% | $138,895+58.6% |
| Participation rate | 73.3% | 83.8%-10.4pp | 82.1%-8.7pp | 79.9%-6.6pp |
| Annual return | 14.54% | 78.75%-64.2pp | 70.43%-55.9pp | 145.39%-130.9pp |
| Employer contribution / active EE | $813 | $4,853-83.3% | $4,593-82.3% | $4,194-80.6% |
| Participant deferral / active EE | $7,942 | $8,237-3.6% | $7,906+0.5% | $6,396+24.2% |
| Admin fee / account holder | $29 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |