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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 | $160,463 | $96,558+66.2% | $80,977+98.2% | $273,972-41.4% |
| Participation rate | 85.7% | 79.1%+6.6pp | 75.8%+9.9pp | 83.0%+2.7pp |
| Annual return | 8.63% | 15.14%-6.5pp | 17.11%-8.5pp | 41.46%-32.8pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,456 | $6,598-32.5% | $5,696-21.8% | $5,287-15.7% |
| Admin fee / account holder | $214 | $7,493-97.2% | $5,517-96.1% | $10,133-97.9% |