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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 | $33,359 | $201,344-83.4% | $184,243-81.9% | $145,877-77.1% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 19.94% | 29.01%-9.1pp | 28.82%-8.9pp | 551.28%-531.3pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,200 | $9,807+24.4% | $9,132+33.6% | $6,691+82.4% |
| Admin fee / account holder | $111 | $16,382-99.3% | $13,914-99.2% | $13,402-99.2% |