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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 | $35,466 | $76,551-53.7% | $123,894-71.4% | $62,881-43.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.15% | 18.68%-10.5pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $227 | $2,882-92.1% | $4,617-95.1% | $2,281-90.0% |
| Participant deferral / active EE | $2,778 | $4,840-42.6% | $5,984-53.6% | $3,203-13.3% |
| Admin fee / account holder | $199 | $4,826-95.9% | $8,357-97.6% | $4,296-95.4% |