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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 | $60,733 | $148,582-59.1% | $135,942-55.3% | $139,456-56.4% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+10.9pp | 80.3%+12.5pp |
| Annual return | 19.52% | 79.26%-59.7pp | 68.28%-48.8pp | 373.45%-353.9pp |
| Employer contribution / active EE | $323 | $5,245-93.8% | $4,858-93.3% | $4,753-93.2% |
| Participant deferral / active EE | $3,234 | $8,101-60.1% | $7,759-58.3% | $6,711-51.8% |
| Admin fee / account holder | $224 | $12,402-98.2% | $10,764-97.9% | $11,407-98.0% |