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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 | $41,063 | $88,707-53.7% | $74,184-44.6% | $273,972-85.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 9.41% | 11.94%-2.5pp | 17.74%-8.3pp | 41.46%-32.0pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,514 | $4,212-16.6% | $3,550-1.0% | $5,287-33.5% |
| Admin fee / account holder | $17 | $8,717-99.8% | $5,586-99.7% | $10,133-99.8% |