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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 | $35,690 | $136,860-73.9% | $120,344-70.3% | $154,746-76.9% |
| Participation rate | 83.3% | 79.9%+3.4pp | 76.7%+6.6pp | 80.7%+2.6pp |
| Annual return | 23.26% | 21.38%+1.9pp | 20.30%+3.0pp | 172.34%-149.1pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,314 | $5,793+78.0% | $5,135+100.9% | $6,730+53.3% |
| Admin fee / account holder | $92 | $15,393-99.4% | $12,742-99.3% | $14,365-99.4% |