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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 | $215,939 | $127,100+69.9% | $105,738+104.2% | $135,379+59.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -3.17% | 4.49%-7.7pp | 6.27%-9.4pp | 519.79%-523.0pp |
| Employer contribution / active EE | $540 | $4,107-86.9% | $3,268-83.5% | $4,779-88.7% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $21 | $9,087-99.8% | $6,913-99.7% | $10,828-99.8% |