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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 | $54,732 | $85,060-35.7% | $70,565-22.4% | $139,487-60.8% |
| Participation rate | 80.0% | 73.9%+6.1pp | 68.4%+11.6pp | 80.3%-0.3pp |
| Annual return | 15.79% | 30.39%-14.6pp | 32.79%-17.0pp | 373.84%-358.1pp |
| Employer contribution / active EE | $318 | $3,912-91.9% | $2,976-89.3% | $4,755-93.3% |
| Participant deferral / active EE | $2,237 | $5,891-62.0% | $4,568-51.0% | $6,713-66.7% |
| Admin fee / account holder | $0 | $8,932-100.0% | $6,430-100.0% | $11,407-100.0% |