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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 | $14,863 | $102,245-85.5% | $89,340-83.4% | $137,256-89.2% |
| Participation rate | 75.0% | 74.9%+0.1pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 22.46% | 21.89%+0.6pp | 20.57%+1.9pp | 220.34%-197.9pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,521 | $4,436+1.9% | $3,823+18.3% | $6,407-29.4% |
| Admin fee / account holder | $83 | $8,085-99.0% | $6,704-98.8% | $12,270-99.3% |