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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 | $75,541-88.7% | $152,093-94.4% | $82,637-89.6% |
| Participation rate | 86.7% | 66.5%+20.1pp | 77.8%+8.9pp | 68.1%+18.6pp |
| Annual return | 23.71% | 32.56%-8.8pp | 66.36%-42.6pp | 53.51%-29.8pp |
| Employer contribution / active EE | $199 | $2,622-92.4% | $4,175-95.2% | $2,552-92.2% |
| Participant deferral / active EE | $3,887 | $3,206+21.3% | $5,451-28.7% | $4,126-5.8% |
| Admin fee / account holder | $63 | $6,405-99.0% | $14,497-99.6% | $7,339-99.1% |