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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 | $54,532 | $162,136-66.4% | $152,301-64.2% | $154,746-64.8% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 11.84% | 91.02%-79.2pp | 80.50%-68.7pp | 172.34%-160.5pp |
| Employer contribution / active EE | $419 | $4,890-91.4% | $4,624-90.9% | $4,379-90.4% |
| Participant deferral / active EE | $3,969 | $8,341-52.4% | $8,004-50.4% | $6,730-41.0% |
| Admin fee / account holder | $41 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |