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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 | $102,609-75.2% | $98,090-74.0% | $138,895-81.7% |
| Participation rate | 75.0% | 82.8%-7.8pp | 81.5%-6.5pp | 79.9%-4.9pp |
| Annual return | 22.99% | 36.44%-13.4pp | 37.05%-14.1pp | 145.39%-122.4pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,045 | $8,167-1.5% | $7,845+2.6% | $6,396+25.8% |
| Admin fee / account holder | $181 | $11,434-98.4% | $11,815-98.5% | $12,562-98.6% |