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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 | $25,786 | $183,592-86.0% | $155,574-83.4% | $145,877-82.3% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 14.07% | 61.37%-47.3pp | 64.87%-50.8pp | 551.28%-537.2pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,278 | $6,466+12.6% | $5,629+29.3% | $6,691+8.8% |
| Admin fee / account holder | $126 | $19,316-99.3% | $15,914-99.2% | $13,402-99.1% |