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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 | $11,628 | $112,729-89.7% | $98,716-88.2% | $137,256-91.5% |
| Participation rate | 86.7% | 74.2%+12.4pp | 69.3%+17.4pp | 80.0%+6.7pp |
| Annual return | 21.65% | 38.48%-16.8pp | 31.81%-10.2pp | 220.34%-198.7pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,383 | $4,640-27.1% | $4,048-16.4% | $6,407-47.2% |
| Admin fee / account holder | $66 | $10,129-99.3% | $8,703-99.2% | $12,270-99.5% |