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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 | $54,150 | $174,379-68.9% | $152,093-64.4% | $138,895-61.0% |
| Participation rate | 70.0% | 81.6%-11.6pp | 77.8%-7.8pp | 79.9%-9.9pp |
| Annual return | 19.84% | 74.86%-55.0pp | 66.36%-46.5pp | 145.39%-125.5pp |
| Employer contribution / active EE | $711 | $4,652-84.7% | $4,175-83.0% | $4,194-83.1% |
| Participant deferral / active EE | $1,962 | $6,159-68.1% | $5,451-64.0% | $6,396-69.3% |
| Admin fee / account holder | $23 | $16,880-99.9% | $14,497-99.8% | $12,562-99.8% |