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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 | $114,955 | $135,956-15.4% | $123,894-7.2% | $273,972-58.0% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 10.26% | 56.63%-46.4pp | 47.52%-37.3pp | 41.46%-31.2pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,062 | $6,343-36.0% | $5,984-32.1% | $5,287-23.2% |
| Admin fee / account holder | $259 | $9,817-97.4% | $8,357-96.9% | $10,133-97.4% |