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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 | $32,856 | $85,790-61.7% | $67,313-51.2% | $135,380-75.7% |
| Participation rate | 84.6% | 76.5%+8.1pp | 69.1%+15.5pp | 82.6%+2.0pp |
| Annual return | -2.00% | -0.54%-1.5pp | -4.08%+2.1pp | 519.81%-521.8pp |
| Employer contribution / active EE | $417 | $3,487-88.0% | $2,566-83.7% | $4,779-91.3% |
| Participant deferral / active EE | $4,698 | $4,651+1.0% | $3,568+31.7% | $5,609-16.2% |
| Admin fee / account holder | $100 | $6,392-98.4% | $4,507-97.8% | $10,828-99.1% |