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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 | $42,263 | $99,345-57.5% | $84,753-50.1% | $273,972-84.6% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 6.34% | 22.93%-16.6pp | 22.78%-16.4pp | 41.46%-35.1pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,717 | $4,270-13.0% | $3,712+0.1% | $5,287-29.7% |
| Admin fee / account holder | $278 | $6,645-95.8% | $5,333-94.8% | $10,133-97.3% |