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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 | $13,348 | $108,922-87.7% | $100,398-86.7% | $145,978-90.9% |
| Participation rate | 81.8% | 83.0%-1.1pp | 81.5%+0.3pp | 80.3%+1.5pp |
| Annual return | 17.61% | 58.04%-40.4pp | 49.32%-31.7pp | 550.52%-532.9pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,389 | $8,450-36.2% | $8,084-33.3% | $6,690-19.4% |
| Admin fee / account holder | $47 | $9,680-99.5% | $7,893-99.4% | $13,400-99.6% |