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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 | $39,597 | $117,829-66.4% | $102,423-61.3% | $145,877-72.9% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 12.99% | 31.83%-18.8pp | 29.42%-16.4pp | 551.28%-538.3pp |
| Employer contribution / active EE | $808 | $3,615-77.7% | $3,023-73.3% | $4,663-82.7% |
| Participant deferral / active EE | $6,176 | $5,732+7.7% | $5,054+22.2% | $6,691-7.7% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |