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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 | $61,750 | $56,287+9.7% | $80,977-23.7% | $62,881-1.8% |
| Participation rate | 77.8% | 68.9%+8.8pp | 75.8%+2.0pp | 69.3%+8.5pp |
| Annual return | 20.58% | 22.13%-1.6pp | 17.11%+3.5pp | 20.14%+0.4pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,722 | $4,196-11.3% | $5,696-34.7% | $3,203+16.2% |
| Admin fee / account holder | $97 | $3,742-97.4% | $5,517-98.2% | $4,296-97.7% |