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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 | $8,558 | $76,407-88.8% | $150,298-94.3% | $82,448-89.6% |
| Participation rate | 86.7% | 66.4%+20.3pp | 77.8%+8.9pp | 68.1%+18.6pp |
| Annual return | 23.71% | 39.99%-16.3pp | 62.79%-39.1pp | 41.64%-17.9pp |
| Employer contribution / active EE | $199 | $2,614-92.4% | $4,154-95.2% | $2,551-92.2% |
| Participant deferral / active EE | $3,887 | $3,214+20.9% | $5,453-28.7% | $4,139-6.1% |
| Admin fee / account holder | $63 | $6,352-99.0% | $14,116-99.6% | $7,234-99.1% |