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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 | $22,742 | $154,228-85.3% | $145,433-84.4% | $137,256-83.4% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 26.01% | 74.59%-48.6pp | 66.58%-40.6pp | 220.34%-194.3pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,092 | $8,216+35.0% | $7,897+40.4% | $6,407+73.1% |
| Admin fee / account holder | $119 | $14,344-99.2% | $13,129-99.1% | $12,270-99.0% |