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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 | $65,648 | $168,635-61.1% | $147,617-55.5% | $125,389-47.6% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | 0.87% | 77.65%-76.8pp | 61.98%-61.1pp | 282.24%-281.4pp |
| Employer contribution / active EE | $1,144 | $6,252-81.7% | $5,564-79.4% | $4,866-76.5% |
| Participant deferral / active EE | $7,700 | $5,507+39.8% | $4,895+57.3% | $5,352+43.9% |
| Admin fee / account holder | $50 | $13,580-99.6% | $11,612-99.6% | $9,541-99.5% |