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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 | $35,159 | $69,977-49.8% | $108,582-67.6% | $62,881-44.1% |
| Participation rate | 83.1% | 72.9%+10.2pp | 79.6%+3.5pp | 69.3%+13.8pp |
| Annual return | 30.02% | 10.73%+19.3pp | -51.70%+81.7pp | 20.14%+9.9pp |
| Employer contribution / active EE | $408 | $2,135-80.9% | $3,758-89.1% | $2,281-82.1% |
| Participant deferral / active EE | $3,976 | $3,165+25.6% | $4,311-7.8% | $3,203+24.1% |
| Admin fee / account holder | $296 | $5,076-94.2% | $7,645-96.1% | $4,296-93.1% |