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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 | $42,318 | $63,365-33.2% | $91,994-54.0% | $72,976-42.0% |
| Participation rate | 96.2% | 72.5%+23.6pp | 78.6%+17.5pp | 69.5%+26.7pp |
| Annual return | 35.89% | 35.35%+0.5pp | 69.04%-33.2pp | 81.02%-45.1pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,992 | $4,883-38.7% | $5,924-49.5% | $3,608-17.1% |
| Admin fee / account holder | $299 | $4,670-93.6% | $7,744-96.1% | $5,124-94.2% |