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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 | $143,193 | $127,387+12.4% | $115,038+24.5% | $125,389+14.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.60% | 31.28%-30.7pp | 26.14%-25.5pp | 282.24%-281.6pp |
| Employer contribution / active EE | $537 | $5,166-89.6% | $4,608-88.3% | $4,866-89.0% |
| Participant deferral / active EE | $3,713 | $6,423-42.2% | $6,026-38.4% | $5,352-30.6% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |