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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 | $66,851 | $153,769-56.5% | $133,975-50.1% | $273,972-75.6% |
| Participation rate | 85.0% | 88.4%-3.4pp | 87.1%-2.1pp | 83.0%+2.0pp |
| Annual return | 11.42% | 36.51%-25.1pp | 29.29%-17.9pp | 41.46%-30.0pp |
| Employer contribution / active EE | $150 | $6,029-97.5% | $5,211-97.1% | $4,869-96.9% |
| Participant deferral / active EE | $12,385 | $6,958+78.0% | $6,282+97.2% | $5,287+134.2% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |