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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 | $16,311 | $211,105-92.3% | $178,449-90.9% | $145,978-88.8% |
| Participation rate | 70.0% | 80.8%-10.8pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 23.00% | 30.19%-7.2pp | 27.09%-4.1pp | 550.52%-527.5pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,933 | $6,959+14.0% | $6,277+26.4% | $6,690+18.6% |
| Admin fee / account holder | $60 | $12,017-99.5% | $10,362-99.4% | $13,400-99.6% |