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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 | $44,659 | $81,487-45.2% | $102,412-56.4% | $80,935-44.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 26.92% | 25.60%+1.3pp | 24.94%+2.0pp | 35.66%-8.7pp |
| Employer contribution / active EE | $769 | $3,103-75.2% | $3,870-80.1% | $2,757-72.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $128 | $6,717-98.1% | $8,388-98.5% | $6,924-98.1% |