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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 | $29,656 | $136,860-78.3% | $120,344-75.4% | $154,746-80.8% |
| Participation rate | 90.0% | 79.9%+10.1pp | 76.7%+13.3pp | 80.7%+9.3pp |
| Annual return | 20.15% | 21.38%-1.2pp | 20.30%-0.2pp | 172.34%-152.2pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,568 | $5,793+13.4% | $5,135+27.9% | $6,730-2.4% |
| Admin fee / account holder | $177 | $15,393-98.8% | $12,742-98.6% | $14,365-98.8% |