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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 | $96,859 | $201,344-51.9% | $184,243-47.4% | $145,877-33.6% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 11.96% | 29.01%-17.0pp | 28.82%-16.9pp | 551.28%-539.3pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,457 | $9,807+57.6% | $9,132+69.3% | $6,691+131.0% |
| Admin fee / account holder | $96 | $16,382-99.4% | $13,914-99.3% | $13,402-99.3% |