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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 | $82,956 | $127,387-34.9% | $115,038-27.9% | $125,389-33.8% |
| Participation rate | 95.2% | 84.2%+11.1pp | 81.4%+13.9pp | 83.2%+12.0pp |
| Annual return | -1.35% | 31.28%-32.6pp | 26.14%-27.5pp | 282.24%-283.6pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,525 | $6,423+1.6% | $6,026+8.3% | $5,352+21.9% |
| Admin fee / account holder | $167 | $9,516-98.2% | $8,175-98.0% | $9,541-98.3% |