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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 | $180,829 | $113,338+59.5% | $94,993+90.4% | $147,586+22.5% |
| Participation rate | 85.7% | 78.0%+7.7pp | 73.9%+11.8pp | 82.8%+2.9pp |
| Annual return | 12.68% | 20.80%-8.1pp | 27.14%-14.5pp | 578.59%-565.9pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,374 | $3,777+15.8% | $3,317+31.9% | $5,439-19.6% |
| Admin fee / account holder | $1 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |