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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 | $60,235 | $97,020-37.9% | $83,327-27.7% | $135,380-55.5% |
| Participation rate | 70.0% | 80.4%-10.4pp | 77.8%-7.8pp | 82.6%-12.6pp |
| Annual return | -8.84% | 12.31%-21.2pp | 10.64%-19.5pp | 519.81%-528.6pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,359 | $5,964+6.6% | $5,565+14.3% | $5,609+13.4% |
| Admin fee / account holder | $57 | $8,426-99.3% | $7,540-99.2% | $10,828-99.5% |