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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 | $55,491 | $212,386-73.9% | $199,883-72.2% | $138,895-60.0% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.8%-11.8pp | 79.9%-4.9pp |
| Annual return | 21.83% | 47.75%-25.9pp | 43.81%-22.0pp | 145.39%-123.6pp |
| Employer contribution / active EE | $580 | $6,625-91.2% | $6,261-90.7% | $4,194-86.2% |
| Participant deferral / active EE | $10,858 | $9,617+12.9% | $9,138+18.8% | $6,396+69.8% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |