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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 | $35,150 | $212,386-83.4% | $199,883-82.4% | $138,895-74.7% |
| Participation rate | 70.0% | 87.4%-17.4pp | 86.8%-16.8pp | 79.9%-9.9pp |
| Annual return | 21.82% | 47.75%-25.9pp | 43.81%-22.0pp | 145.39%-123.6pp |
| Employer contribution / active EE | $1,242 | $6,625-81.3% | $6,261-80.2% | $4,194-70.4% |
| Participant deferral / active EE | $4,898 | $9,617-49.1% | $9,138-46.4% | $6,396-23.4% |
| Admin fee / account holder | $160 | $18,233-99.1% | $17,268-99.1% | $12,562-98.7% |