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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 | $33,758 | $167,522-79.8% | $151,639-77.7% | $134,532-74.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.54% | 7.81%-26.3pp | 3.34%-21.9pp | 418.27%-436.8pp |
| Employer contribution / active EE | $390 | $6,828-94.3% | $6,165-93.7% | $4,741-91.8% |
| Participant deferral / active EE | $6,241 | $8,986-30.5% | $8,363-25.4% | $6,401-2.5% |
| Admin fee / account holder | $48 | $13,780-99.6% | $11,613-99.6% | $11,429-99.6% |