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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 | $156,736 | $181,896-13.8% | $156,551+0.1% | $273,972-42.8% |
| Participation rate | 91.7% | 88.4%+3.3pp | 84.0%+7.7pp | 83.0%+8.7pp |
| Annual return | 7.00% | 30.74%-23.7pp | 32.23%-25.2pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,208 | $6,248-80.7% | $5,501-78.0% | $4,869-75.2% |
| Participant deferral / active EE | $8,500 | $5,550+53.2% | $4,871+74.5% | $5,287+60.8% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |