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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 | $88,672-45.3% | $105,223-53.9% | $82,448-41.1% |
| Participation rate | 72.0% | 67.9%+4.1pp | 75.0%-3.0pp | 68.1%+3.9pp |
| Annual return | 18.42% | 30.86%-12.4pp | 180.65%-162.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,494 | $4,036+60.9% | $5,072+28.0% | $4,139+56.9% |
| Admin fee / account holder | $266 | $7,146-96.3% | $8,859-97.0% | $7,234-96.3% |