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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 | $27,561 | $100,970-72.7% | $96,576-71.5% | $137,256-79.9% |
| Participation rate | 90.0% | 82.6%+7.4pp | 81.4%+8.6pp | 80.0%+10.0pp |
| Annual return | 30.45% | 38.16%-7.7pp | 38.47%-8.0pp | 220.34%-189.9pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,565 | $8,286+51.6% | $7,956+57.9% | $6,407+96.1% |
| Admin fee / account holder | $10 | $11,312-99.9% | $11,381-99.9% | $12,270-99.9% |