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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 | $104,009 | $113,941-8.7% | $94,229+10.4% | $125,389-17.1% |
| Participation rate | 75.0% | 82.9%-7.9pp | 78.8%-3.8pp | 83.2%-8.2pp |
| Annual return | 0.69% | 5.29%-4.6pp | 10.68%-10.0pp | 282.24%-281.5pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,537 | $5,179+64.8% | $4,320+97.6% | $5,352+59.5% |
| Admin fee / account holder | $173 | $8,392-97.9% | $6,269-97.2% | $9,541-98.2% |