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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 | $145,346 | $67,602+115.0% | $82,312+76.6% | $70,126+107.3% |
| Participation rate | 70.0% | 72.8%-2.8pp | 76.9%-6.9pp | 69.5%+0.5pp |
| Annual return | 20.77% | 21.57%-0.8pp | 25.88%-5.1pp | 73.15%-52.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,379 | $2,987+147.0% | $3,706+99.1% | $3,332+121.5% |
| Admin fee / account holder | $225 | $4,512-95.0% | $5,608-96.0% | $4,645-95.2% |