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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 | $36,156 | $94,031-61.5% | $115,768-68.8% | $82,448-56.1% |
| Participation rate | 89.7% | 70.4%+19.2pp | 74.4%+15.3pp | 68.1%+21.6pp |
| Annual return | 20.40% | 20.61%-0.2pp | 100.46%-80.1pp | 41.64%-21.2pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,800 | $3,972-4.3% | $4,917-22.7% | $4,139-8.2% |
| Admin fee / account holder | $108 | $10,249-98.9% | $12,439-99.1% | $7,234-98.5% |