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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 | $50,853 | $129,959-60.9% | $104,301-51.2% | $134,509-62.2% |
| Participation rate | 91.7% | 79.5%+12.1pp | 73.3%+18.4pp | 81.2%+10.4pp |
| Annual return | -14.47% | 42.04%-56.5pp | 24.61%-39.1pp | 418.13%-432.6pp |
| Employer contribution / active EE | $490 | $4,185-88.3% | $3,373-85.5% | $4,741-89.7% |
| Participant deferral / active EE | $3,054 | $5,589-45.4% | $4,626-34.0% | $6,400-52.3% |
| Admin fee / account holder | $20 | $9,325-99.8% | $7,340-99.7% | $11,427-99.8% |