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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 | $13,641 | $102,245-86.7% | $89,340-84.7% | $137,256-90.1% |
| Participation rate | 73.3% | 74.9%-1.6pp | 69.6%+3.8pp | 80.0%-6.6pp |
| Annual return | 24.52% | 21.89%+2.6pp | 20.57%+3.9pp | 220.34%-195.8pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,697 | $4,436+5.9% | $3,823+22.9% | $6,407-26.7% |
| Admin fee / account holder | $158 | $8,085-98.0% | $6,704-97.6% | $12,270-98.7% |