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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 | $60,262 | $105,856-43.1% | $90,161-33.2% | $147,586-59.2% |
| Participation rate | 70.0% | 79.7%-9.7pp | 76.9%-6.9pp | 82.8%-12.8pp |
| Annual return | 25.99% | 37.63%-11.6pp | 34.89%-8.9pp | 578.59%-552.6pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,152 | $5,733+24.8% | $5,287+35.3% | $5,439+31.5% |
| Admin fee / account holder | $91 | $8,046-98.9% | $5,943-98.5% | $10,886-99.2% |