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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 | $83,858 | $56,110+49.5% | $94,993-11.7% | $70,126+19.6% |
| Participation rate | 72.4% | 65.0%+7.4pp | 73.9%-1.5pp | 69.5%+2.9pp |
| Annual return | 19.72% | 51.02%-31.3pp | 27.14%-7.4pp | 73.15%-53.4pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $8,523 | $2,391+256.4% | $3,317+157.0% | $3,332+155.8% |
| Admin fee / account holder | $115 | $3,456-96.7% | $4,960-97.7% | $4,645-97.5% |