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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 | $93,345-48.0% | $119,126-59.2% | $87,485-44.5% |
| Participation rate | 72.0% | 68.7%+3.3pp | 75.8%-3.8pp | 68.9%+3.1pp |
| Annual return | 18.42% | 19.08%-0.7pp | 282.11%-263.7pp | 26.06%-7.6pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,494 | $4,099+58.4% | $5,318+22.1% | $4,274+51.9% |
| Admin fee / account holder | $266 | $8,039-96.7% | $10,693-97.5% | $7,775-96.6% |