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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 | $21,319 | $154,228-86.2% | $145,433-85.3% | $137,256-84.5% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 22.60% | 74.59%-52.0pp | 66.58%-44.0pp | 220.34%-197.7pp |
| Employer contribution / active EE | $313 | $4,804-93.5% | $4,554-93.1% | $4,156-92.5% |
| Participant deferral / active EE | $4,410 | $8,216-46.3% | $7,897-44.2% | $6,407-31.2% |
| Admin fee / account holder | $223 | $14,344-98.4% | $13,129-98.3% | $12,270-98.2% |