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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 | $34,075 | $185,312-81.6% | $161,489-78.9% | $154,746-78.0% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 18.87% | 103.84%-85.0pp | 89.72%-70.8pp | 172.34%-153.5pp |
| Employer contribution / active EE | $822 | $4,769-82.8% | $4,268-80.8% | $4,379-81.2% |
| Participant deferral / active EE | $2,302 | $6,350-63.8% | $5,630-59.1% | $6,730-65.8% |
| Admin fee / account holder | $12 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |