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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 | $35,537 | $78,682-54.8% | $109,188-67.5% | $85,851-58.6% |
| Participation rate | 87.9% | 68.3%+19.6pp | 75.9%+12.0pp | 69.3%+18.6pp |
| Annual return | 12.14% | 25.09%-12.9pp | 25.76%-13.6pp | 318.63%-306.5pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,051 | $3,468-40.9% | $4,654-55.9% | $3,952-48.1% |
| Admin fee / account holder | $0 | $5,470-100.0% | $6,755-100.0% | $6,261-100.0% |