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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 | $12,450 | $133,981-90.7% | $112,249-88.9% | $134,532-90.7% |
| Participation rate | 85.0% | 78.6%+6.4pp | 75.1%+9.9pp | 81.2%+3.8pp |
| Annual return | -17.26% | 47.16%-64.4pp | 27.48%-44.7pp | 418.27%-435.5pp |
| Employer contribution / active EE | $492 | $4,040-87.8% | $3,636-86.5% | $4,741-89.6% |
| Participant deferral / active EE | $4,779 | $5,292-9.7% | $4,729+1.0% | $6,401-25.3% |
| Admin fee / account holder | $277 | $7,492-96.3% | $6,412-95.7% | $11,429-97.6% |