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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 | $75,774 | $165,381-54.2% | $149,730-49.4% | $158,966-52.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 16.25% | 348.29%-332.0pp | 276.70%-260.4pp | 302.95%-286.7pp |
| Employer contribution / active EE | $239 | $5,104-95.3% | $4,645-94.9% | $4,762-95.0% |
| Participant deferral / active EE | $2,988 | $7,182-58.4% | $6,843-56.3% | $5,983-50.1% |
| Admin fee / account holder | $290 | $10,809-97.3% | $9,310-96.9% | $11,250-97.4% |