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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 | $112,031 | $95,453+17.4% | $112,0400% | $82,448+35.9% |
| Participation rate | 75.6% | 72.8%+2.9pp | 76.5%-0.9pp | 68.1%+7.5pp |
| Annual return | 16.04% | 23.92%-7.9pp | 24.52%-8.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $451 | $2,318-80.5% | $2,954-84.7% | $2,551-82.3% |
| Participant deferral / active EE | $2,379 | $4,224-43.7% | $5,098-53.3% | $4,139-42.5% |
| Admin fee / account holder | $50 | $9,013-99.4% | $12,098-99.6% | $7,234-99.3% |