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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 | $26,973 | $117,846-77.1% | $102,434-73.7% | $145,884-81.5% |
| Participation rate | 82.4% | 78.6%+3.7pp | 76.5%+5.8pp | 80.3%+2.1pp |
| Annual return | 12.41% | 31.90%-19.5pp | 29.46%-17.1pp | 551.85%-539.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,190 | $5,733-44.4% | $5,055-36.9% | $6,690-52.3% |
| Admin fee / account holder | $188 | $13,356-98.6% | $9,462-98.0% | $13,392-98.6% |