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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 | $103,722 | $101,063+2.6% | $81,473+27.3% | $147,586-29.7% |
| Participation rate | 88.9% | 74.5%+14.4pp | 68.0%+20.9pp | 82.8%+6.1pp |
| Annual return | 12.55% | 32.41%-19.9pp | 38.78%-26.2pp | 578.59%-566.0pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,130 | $4,242-73.4% | $3,537-68.1% | $5,439-79.2% |
| Admin fee / account holder | $12 | $5,812-99.8% | $4,561-99.7% | $10,886-99.9% |