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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 | $100,970-74.8% | $96,576-73.6% | $137,256-81.4% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 22.99% | 38.16%-15.2pp | 38.47%-15.5pp | 220.34%-197.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,045 | $8,286-2.9% | $7,956+1.1% | $6,407+25.6% |
| Admin fee / account holder | $181 | $11,312-98.4% | $11,381-98.4% | $12,270-98.5% |