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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 | $45,127 | $183,516-75.4% | $155,534-71.0% | $145,884-69.1% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 16.65% | 61.43%-44.8pp | 64.92%-48.3pp | 551.85%-535.2pp |
| Employer contribution / active EE | $386 | $5,315-92.7% | $4,675-91.7% | $4,662-91.7% |
| Participant deferral / active EE | $2,771 | $6,467-57.1% | $5,630-50.8% | $6,690-58.6% |
| Admin fee / account holder | $184 | $19,293-99.0% | $15,900-98.8% | $13,392-98.6% |