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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 | $33,686 | $97,020-65.3% | $83,322-59.6% | $135,379-75.1% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | 13.33% | 12.31%+1.0pp | 10.64%+2.7pp | 519.79%-506.5pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,660 | $5,964-5.1% | $5,565+1.7% | $5,609+0.9% |
| Admin fee / account holder | $192 | $8,426-97.7% | $7,540-97.5% | $10,828-98.2% |