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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 | $58,236 | $81,446-28.5% | $103,374-43.7% | $80,874-28.0% |
| Participation rate | 90.9% | 66.9%+24.1pp | 74.5%+16.4pp | 67.6%+23.3pp |
| Annual return | 0.00% | 25.57%-25.6pp | 24.89%-24.9pp | 35.62%-35.6pp |
| Employer contribution / active EE | $198 | $3,107-93.6% | $3,869-94.9% | $2,756-92.8% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1 | $6,715-100.0% | $8,394-100.0% | $6,935-100.0% |