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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 | $116,798 | $110,379+5.8% | $102,412+14.0% | $145,884-19.9% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 15.71% | 24.84%-9.1pp | 24.94%-9.2pp | 551.85%-536.1pp |
| Employer contribution / active EE | $244 | $4,216-94.2% | $3,870-93.7% | $4,662-94.8% |
| Participant deferral / active EE | $2,322 | $5,622-58.7% | $5,060-54.1% | $6,690-65.3% |
| Admin fee / account holder | $33 | $9,745-99.7% | $8,388-99.6% | $13,392-99.8% |