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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 | $58,763 | $110,410-46.8% | $102,437-42.6% | $145,897-59.7% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 16.09% | 24.85%-8.8pp | 24.95%-8.9pp | 552.29%-536.2pp |
| Employer contribution / active EE | $812 | $4,217-80.8% | $3,871-79.0% | $4,663-82.6% |
| Participant deferral / active EE | $6,746 | $5,622+20.0% | $5,060+33.3% | $6,689+0.8% |
| Admin fee / account holder | $295 | $9,745-97.0% | $8,388-96.5% | $13,390-97.8% |