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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 | $18,903 | $117,895-84.0% | $102,460-81.6% | $145,897-87.0% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 15.59% | 31.92%-16.3pp | 29.47%-13.9pp | 552.29%-536.7pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,193 | $5,736+8.0% | $5,056+22.5% | $6,689-7.4% |
| Admin fee / account holder | $185 | $13,353-98.6% | $9,460-98.0% | $13,390-98.6% |