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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 | $79,971 | $127,096-37.1% | $105,736-24.4% | $135,380-40.9% |
| Participation rate | 90.9% | 82.7%+8.2pp | 76.3%+14.6pp | 82.6%+8.3pp |
| Annual return | -3.91% | 4.49%-8.4pp | 6.27%-10.2pp | 519.81%-523.7pp |
| Employer contribution / active EE | $610 | $4,107-85.1% | $3,268-81.3% | $4,779-87.2% |
| Participant deferral / active EE | $3,195 | $5,064-36.9% | $4,080-21.7% | $5,609-43.0% |
| Admin fee / account holder | $15 | $9,087-99.8% | $6,913-99.8% | $10,828-99.9% |