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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 | $29,985 | $70,475-57.5% | $100,525-70.2% | $79,860-62.5% |
| Participation rate | 85.1% | 73.7%+11.5pp | 79.4%+5.7pp | 69.6%+15.5pp |
| Annual return | 100.01% | 21.90%+78.1pp | 30.89%+69.1pp | 31.72%+68.3pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,228 | $5,181-18.4% | $6,270-32.6% | $3,740+13.0% |
| Admin fee / account holder | $232 | $4,478-94.8% | $8,082-97.1% | $5,306-95.6% |