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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 | $36,300 | $106,267-65.8% | $96,520-62.4% | $139,456-74.0% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 41.96% | 38.45%+3.5pp | 35.72%+6.2pp | 373.45%-331.5pp |
| Employer contribution / active EE | $718 | $4,105-82.5% | $3,739-80.8% | $4,753-84.9% |
| Participant deferral / active EE | $8,654 | $5,454+58.7% | $4,879+77.4% | $6,711+28.9% |
| Admin fee / account holder | $20 | $7,882-99.7% | $6,733-99.7% | $11,407-99.8% |