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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 | $33,046 | $148,582-77.8% | $135,942-75.7% | $139,456-76.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 12.82% | 79.26%-66.4pp | 68.28%-55.5pp | 373.45%-360.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,140 | $8,101-48.9% | $7,759-46.6% | $6,711-38.3% |
| Admin fee / account holder | $134 | $12,402-98.9% | $10,764-98.8% | $11,407-98.8% |