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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 | $106,974-87.2% | $90,796-85.0% | $138,895-90.2% |
| Participation rate | 73.3% | 74.9%-1.5pp | 69.5%+3.8pp | 79.9%-6.6pp |
| Annual return | 24.52% | 20.10%+4.4pp | 19.29%+5.2pp | 145.39%-120.9pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,697 | $4,455+5.4% | $3,822+22.9% | $6,396-26.6% |
| Admin fee / account holder | $158 | $8,626-98.2% | $7,024-97.8% | $12,562-98.7% |