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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 | $82,883 | $116,203-28.7% | $93,621-11.5% | $152,897-45.8% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.8%+13.1pp | 82.5%+6.4pp |
| Annual return | 18.03% | 35.96%-17.9pp | 32.76%-14.7pp | 345.43%-327.4pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,681 | $4,605+1.7% | $4,070+15.0% | $5,851-20.0% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,599-100.0% |