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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 | $29,514 | $98,776-70.1% | $149,745-80.3% | $79,856-63.0% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.5%+13.8pp | 69.6%+26.7pp |
| Annual return | 12.59% | 27.38%-14.8pp | 276.72%-264.1pp | 31.71%-19.1pp |
| Employer contribution / active EE | $381 | $3,217-88.1% | $4,646-91.8% | $2,471-84.6% |
| Participant deferral / active EE | $5,018 | $5,681-11.7% | $6,843-26.7% | $3,741+34.1% |
| Admin fee / account holder | $183 | $6,053-97.0% | $9,312-98.0% | $5,306-96.6% |