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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 | $162,136-86.9% | $152,301-86.0% | $154,746-86.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 22.60% | 91.02%-68.4pp | 80.50%-57.9pp | 172.34%-149.7pp |
| Employer contribution / active EE | $313 | $4,890-93.6% | $4,624-93.2% | $4,379-92.9% |
| Participant deferral / active EE | $4,410 | $8,341-47.1% | $8,004-44.9% | $6,730-34.5% |
| Admin fee / account holder | $223 | $15,759-98.6% | $14,398-98.5% | $14,365-98.4% |