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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 | $68,935 | $223,823-69.2% | $211,142-67.4% | $154,746-55.5% |
| Participation rate | 87.5% | 87.9%-0.4pp | 87.3%+0.2pp | 80.7%+6.8pp |
| Annual return | 68.15% | 50.39%+17.8pp | 46.84%+21.3pp | 172.34%-104.2pp |
| Employer contribution / active EE | $1,020 | $6,787-85.0% | $6,442-84.2% | $4,379-76.7% |
| Participant deferral / active EE | $4,850 | $9,750-50.3% | $9,284-47.8% | $6,730-27.9% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |