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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 | $34,848 | $101,778-65.8% | $164,975-78.9% | $80,925-56.9% |
| Participation rate | 93.1% | 71.8%+21.3pp | 78.6%+14.5pp | 67.7%+25.4pp |
| Annual return | 12.58% | 16.73%-4.1pp | 70.12%-57.5pp | 35.65%-23.1pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,578 | $4,477+2.3% | $6,033-24.1% | $4,299+6.5% |
| Admin fee / account holder | $199 | $8,221-97.6% | $12,688-98.4% | $6,940-97.1% |