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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 | $133,248 | $50,958+161.5% | $74,552+78.7% | $64,181+107.6% |
| Participation rate | 90.3% | 61.1%+29.3pp | 69.1%+21.2pp | 69.6%+20.8pp |
| Annual return | 1.22% | -1.86%+3.1pp | 32.53%-31.3pp | 7.63%-6.4pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,963 | $2,301-14.7% | $3,108-36.9% | $3,470-43.4% |
| Admin fee / account holder | $64 | $4,223-98.5% | $5,060-98.7% | $4,887-98.7% |