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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 | $52,550 | $138,393-62.0% | $184,256-71.5% | $80,959-35.1% |
| Participation rate | 88.0% | 83.9%+4.1pp | 86.8%+1.2pp | 67.7%+20.3pp |
| Annual return | 19.80% | 20.01%-0.2pp | 28.85%-9.0pp | 35.67%-15.9pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $16,612 | $7,076+134.8% | $9,133+81.9% | $4,300+286.3% |
| Admin fee / account holder | $252 | $10,489-97.6% | $13,899-98.2% | $6,925-96.4% |