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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 | $79,266 | $181,896-56.4% | $156,551-49.4% | $273,972-71.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.67% | 30.74%-27.1pp | 32.23%-28.6pp | 41.46%-37.8pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $14,400 | $5,550+159.5% | $4,871+195.6% | $5,287+172.4% |
| Admin fee / account holder | $6 | $15,560-100.0% | $13,028-100.0% | $10,133-99.9% |