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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 | $41,440 | $162,785-74.5% | $133,959-69.1% | $158,950-73.9% |
| Participation rate | 81.8% | 83.2%-1.4pp | 79.8%+2.0pp | 82.0%-0.1pp |
| Annual return | 17.65% | 41.94%-24.3pp | 45.09%-27.4pp | 302.91%-285.3pp |
| Employer contribution / active EE | $831 | $4,975-83.3% | $3,919-78.8% | $4,762-82.5% |
| Participant deferral / active EE | $8,108 | $5,910+37.2% | $5,047+60.6% | $5,983+35.5% |
| Admin fee / account holder | $143 | $11,738-98.8% | $8,928-98.4% | $11,248-98.7% |