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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 | $24,353 | $165,381-85.3% | $149,730-83.7% | $158,966-84.7% |
| Participation rate | 86.7% | 84.6%+2.1pp | 82.5%+4.2pp | 82.0%+4.7pp |
| Annual return | 24.85% | 348.29%-323.4pp | 276.70%-251.9pp | 302.95%-278.1pp |
| Employer contribution / active EE | $584 | $5,104-88.6% | $4,645-87.4% | $4,762-87.7% |
| Participant deferral / active EE | $4,333 | $7,182-39.7% | $6,843-36.7% | $5,983-27.6% |
| Admin fee / account holder | $23 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |