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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 | $33,404 | $157,276-78.8% | $141,177-76.3% | $152,885-78.2% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 25.67% | 64.33%-38.7pp | 71.40%-45.7pp | 345.39%-319.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,746 | $7,110-61.4% | $6,710-59.1% | $5,851-53.1% |
| Admin fee / account holder | $274 | $12,123-97.7% | $10,263-97.3% | $11,598-97.6% |