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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 | $85,894 | $181,896-52.8% | $156,551-45.1% | $273,972-68.6% |
| Participation rate | 72.7% | 88.4%-15.7pp | 84.0%-11.3pp | 83.0%-10.3pp |
| Annual return | 10.44% | 30.74%-20.3pp | 32.23%-21.8pp | 41.46%-31.0pp |
| Employer contribution / active EE | $1,291 | $6,248-79.3% | $5,501-76.5% | $4,869-73.5% |
| Participant deferral / active EE | $3,996 | $5,550-28.0% | $4,871-18.0% | $5,287-24.4% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |