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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 | $33,398 | $156,398-78.6% | $147,318-77.3% | $138,895-76.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 28.74% | 78.75%-50.0pp | 70.43%-41.7pp | 145.39%-116.7pp |
| Employer contribution / active EE | $899 | $4,853-81.5% | $4,593-80.4% | $4,194-78.6% |
| Participant deferral / active EE | $6,050 | $8,237-26.6% | $7,906-23.5% | $6,396-5.4% |
| Admin fee / account holder | $189 | $14,976-98.7% | $13,708-98.6% | $12,562-98.5% |