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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 | $25,486 | $107,666-76.3% | $102,184-75.1% | $154,746-83.5% |
| Participation rate | 75.0% | 83.7%-8.7pp | 82.6%-7.6pp | 80.7%-5.7pp |
| Annual return | 22.99% | 29.33%-6.3pp | 31.58%-8.6pp | 172.34%-149.3pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,045 | $8,719-7.7% | $8,309-3.2% | $6,730+19.5% |
| Admin fee / account holder | $181 | $12,943-98.6% | $11,609-98.4% | $14,365-98.7% |