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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 | $117,328 | $96,558+21.5% | $80,977+44.9% | $273,972-57.2% |
| Participation rate | 91.7% | 79.1%+12.6pp | 75.8%+15.9pp | 83.0%+8.7pp |
| Annual return | 6.40% | 15.14%-8.7pp | 17.11%-10.7pp | 41.46%-35.1pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,469 | $6,598-17.1% | $5,696-4.0% | $5,287+3.4% |
| Admin fee / account holder | $35 | $7,493-99.5% | $5,517-99.4% | $10,133-99.7% |