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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 | $32,945 | $55,684-40.8% | $75,900-56.6% | $72,976-54.9% |
| Participation rate | 88.2% | 61.1%+27.1pp | 69.3%+18.9pp | 69.5%+18.7pp |
| Annual return | 23.39% | 27.60%-4.2pp | 30.73%-7.3pp | 81.02%-57.6pp |
| Employer contribution / active EE | $265 | $1,687-84.3% | $2,501-89.4% | $2,440-89.2% |
| Participant deferral / active EE | $1,643 | $2,634-37.6% | $3,604-54.4% | $3,608-54.5% |
| Admin fee / account holder | $78 | $3,981-98.0% | $5,421-98.6% | $5,124-98.5% |