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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 | $55,615 | $185,312-70.0% | $161,489-65.6% | $154,746-64.1% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 15.94% | 103.84%-87.9pp | 89.72%-73.8pp | 172.34%-156.4pp |
| Employer contribution / active EE | $959 | $4,769-79.9% | $4,268-77.5% | $4,379-78.1% |
| Participant deferral / active EE | $7,996 | $6,350+25.9% | $5,630+42.0% | $6,730+18.8% |
| Admin fee / account holder | $133 | $18,654-99.3% | $16,006-99.2% | $14,365-99.1% |