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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 | $48,547 | $105,284-53.9% | $150,734-67.8% | $94,015-48.4% |
| Participation rate | 72.0% | 71.7%+0.3pp | 78.4%-6.4pp | 70.8%+1.2pp |
| Annual return | 18.42% | 15.67%+2.8pp | 600.81%-582.4pp | 17.84%+0.6pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,494 | $4,274+51.9% | $5,610+15.8% | $4,249+52.8% |
| Admin fee / account holder | $266 | $9,839-97.3% | $14,905-98.2% | $8,951-97.0% |