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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 | $92,332 | $157,296-41.3% | $141,191-34.6% | $152,897-39.6% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.5%-0.6pp |
| Annual return | 22.57% | 64.34%-41.8pp | 71.41%-48.8pp | 345.43%-322.9pp |
| Employer contribution / active EE | $365 | $5,262-93.1% | $4,736-92.3% | $4,764-92.3% |
| Participant deferral / active EE | $9,788 | $7,111+37.7% | $6,710+45.9% | $5,851+67.3% |
| Admin fee / account holder | $179 | $12,125-98.5% | $10,264-98.3% | $11,599-98.5% |