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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 | $50,291 | $140,592-64.2% | $123,105-59.1% | $125,389-59.9% |
| Participation rate | 88.9% | 88.2%+0.7pp | 86.8%+2.1pp | 83.2%+5.7pp |
| Annual return | -0.94% | 16.80%-17.7pp | 13.22%-14.2pp | 282.24%-283.2pp |
| Employer contribution / active EE | $167 | $6,041-97.2% | $5,151-96.8% | $4,866-96.6% |
| Participant deferral / active EE | $13,294 | $6,980+90.5% | $6,229+113.4% | $5,352+148.4% |
| Admin fee / account holder | $168 | $11,198-98.5% | $9,014-98.1% | $9,541-98.2% |