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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 | $137,598 | $135,956+1.2% | $123,894+11.1% | $273,972-49.8% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 6.50% | 56.63%-50.1pp | 47.52%-41.0pp | 41.46%-35.0pp |
| Employer contribution / active EE | $613 | $5,170-88.2% | $4,617-86.7% | $4,869-87.4% |
| Participant deferral / active EE | $3,085 | $6,343-51.4% | $5,984-48.4% | $5,287-41.6% |
| Admin fee / account holder | $5 | $9,817-100.0% | $8,357-99.9% | $10,133-100.0% |