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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 | $27,784 | $111,814-75.2% | $103,378-73.1% | $145,978-81.0% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 15.35% | 24.80%-9.4pp | 24.91%-9.6pp | 550.52%-535.2pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,543 | $5,618-1.3% | $5,058+9.6% | $6,690-17.1% |
| Admin fee / account holder | $18 | $9,764-99.8% | $8,401-99.8% | $13,400-99.9% |