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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 | $136,183 | $181,898-25.1% | $156,552-13.0% | $273,970-50.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.77% | 30.74%-18.0pp | 32.23%-19.5pp | 41.46%-28.7pp |
| Employer contribution / active EE | $921 | $6,248-85.3% | $5,501-83.3% | $4,869-81.1% |
| Participant deferral / active EE | $2,460 | $5,550-55.7% | $4,871-49.5% | $5,287-53.5% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,132-100.0% |