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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 | $114,915 | $176,786-35.0% | $146,643-21.6% | $167,536-31.4% |
| Participation rate | 86.7% | 83.6%+3.0pp | 80.1%+6.6pp | 82.1%+4.6pp |
| Annual return | 14.43% | 24.04%-9.6pp | 22.75%-8.3pp | 478.82%-464.4pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $11,472 | $6,440+78.1% | $5,506+108.4% | $6,342+80.9% |
| Admin fee / account holder | $217 | $13,262-98.4% | $10,280-97.9% | $12,315-98.2% |