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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 | $110,337-46.7% | $102,383-42.6% | $145,877-59.7% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 16.09% | 24.83%-8.7pp | 24.94%-8.8pp | 551.28%-535.2pp |
| Employer contribution / active EE | $812 | $4,216-80.7% | $3,870-79.0% | $4,663-82.6% |
| Participant deferral / active EE | $6,746 | $5,621+20.0% | $5,060+33.3% | $6,691+0.8% |
| Admin fee / account holder | $295 | $9,750-97.0% | $8,391-96.5% | $13,402-97.8% |