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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 | $36,633 | $69,541-47.3% | $59,899-38.8% | $135,380-72.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 12.11% | 7.95%+4.2pp | 3.46%+8.7pp | 519.81%-507.7pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,714 | $4,206+35.9% | $3,402+67.9% | $5,609+1.9% |
| Admin fee / account holder | $212 | $5,737-96.3% | $3,592-94.1% | $10,828-98.0% |