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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 | $227,399-75.5% | $189,758-70.7% | $198,609-72.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 15.94% | 61.03%-45.1pp | 52.62%-36.7pp | 202.70%-186.8pp |
| Employer contribution / active EE | $959 | $5,526-82.7% | $4,767-79.9% | $5,055-81.0% |
| Participant deferral / active EE | $7,996 | $6,837+17.0% | $5,856+36.5% | $6,977+14.6% |
| Admin fee / account holder | $133 | $25,162-99.5% | $20,388-99.3% | $19,030-99.3% |