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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 | $31,838 | $165,361-80.7% | $149,715-78.7% | $158,950-80.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 48.34% | 348.24%-299.9pp | 276.66%-228.3pp | 302.91%-254.6pp |
| Employer contribution / active EE | $845 | $5,103-83.4% | $4,645-81.8% | $4,762-82.3% |
| Participant deferral / active EE | $8,384 | $7,182+16.7% | $6,842+22.5% | $5,983+40.1% |
| Admin fee / account holder | $180 | $10,808-98.3% | $9,310-98.1% | $11,248-98.4% |