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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 | $11,445 | $112,729-89.8% | $98,716-88.4% | $137,256-91.7% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.3%+15.3pp | 80.0%+4.7pp |
| Annual return | 18.99% | 38.48%-19.5pp | 31.81%-12.8pp | 220.34%-201.4pp |
| Employer contribution / active EE | $301 | $2,725-88.9% | $2,279-86.8% | $4,156-92.7% |
| Participant deferral / active EE | $2,127 | $4,640-54.2% | $4,048-47.4% | $6,407-66.8% |
| Admin fee / account holder | $63 | $10,129-99.4% | $8,703-99.3% | $12,270-99.5% |