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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 | $33,704 | $118,496-71.6% | $98,461-65.8% | $139,466-75.8% |
| Participation rate | 72.7% | 77.5%-4.7pp | 75.2%-2.4pp | 80.3%-7.6pp |
| Annual return | 10.92% | 18.96%-8.0pp | 21.17%-10.2pp | 373.66%-362.7pp |
| Employer contribution / active EE | $500 | $3,611-86.1% | $3,049-83.6% | $4,754-89.5% |
| Participant deferral / active EE | $1,483 | $5,393-72.5% | $4,738-68.7% | $6,712-77.9% |
| Admin fee / account holder | $261 | $14,056-98.1% | $8,961-97.1% | $11,409-97.7% |