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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 | $143,142 | $131,835+8.6% | $108,582+31.8% | $273,972-47.8% |
| Participation rate | 85.0% | 83.5%+1.5pp | 79.6%+5.4pp | 83.0%+2.0pp |
| Annual return | 6.44% | -91.57%+98.0pp | -51.70%+58.1pp | 41.46%-35.0pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,731 | $5,127-66.2% | $4,311-59.8% | $5,287-67.3% |
| Admin fee / account holder | $54 | $10,253-99.5% | $7,645-99.3% | $10,133-99.5% |