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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 | $16,571 | $77,638-78.7% | $156,551-89.4% | $62,881-73.6% |
| Participation rate | 88.7% | 71.2%+17.5pp | 84.0%+4.7pp | 69.3%+19.4pp |
| Annual return | 6.26% | 50.33%-44.1pp | 32.23%-26.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,774 | $3,046-8.9% | $4,871-43.0% | $3,203-13.4% |
| Admin fee / account holder | $60 | $5,561-98.9% | $13,028-99.5% | $4,296-98.6% |