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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 | $32,944 | $69,274-52.4% | $64,097-48.6% | $139,487-76.4% |
| Participation rate | 81.8% | 75.6%+6.2pp | 72.3%+9.5pp | 80.3%+1.5pp |
| Annual return | 13.38% | 46.00%-32.6pp | 33.75%-20.4pp | 373.84%-360.5pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,750-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,572 | $4,685-2.4% | $3,881+17.8% | $6,713-31.9% |
| Admin fee / account holder | $98 | $4,247-97.7% | $3,070-96.8% | $11,407-99.1% |