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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 | $19,372 | $183,539-89.4% | $155,556-87.5% | $145,897-86.7% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 10.70% | 61.31%-50.6pp | 64.84%-54.1pp | 552.29%-541.6pp |
| Employer contribution / active EE | $717 | $5,315-86.5% | $4,675-84.7% | $4,663-84.6% |
| Participant deferral / active EE | $2,248 | $6,467-65.2% | $5,631-60.1% | $6,689-66.4% |
| Admin fee / account holder | $151 | $19,275-99.2% | $15,885-99.0% | $13,390-98.9% |