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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 | $181,062-81.2% | $158,223-78.5% | $155,188-78.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 18.87% | 57.39%-38.5pp | 52.09%-33.2pp | 148.84%-130.0pp |
| Employer contribution / active EE | $822 | $4,565-82.0% | $4,109-80.0% | $4,248-80.7% |
| Participant deferral / active EE | $2,302 | $6,134-62.5% | $5,467-57.9% | $6,531-64.8% |
| Admin fee / account holder | $12 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |