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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 | $59,264 | $87,546-32.3% | $75,784-21.8% | $125,389-52.7% |
| Participation rate | 88.9% | 80.2%+8.7pp | 75.8%+13.1pp | 83.2%+5.7pp |
| Annual return | -2.79% | 13.49%-16.3pp | 9.68%-12.5pp | 282.24%-285.0pp |
| Employer contribution / active EE | $334 | $3,930-91.5% | $3,323-89.9% | $4,866-93.1% |
| Participant deferral / active EE | $3,694 | $4,230-12.7% | $3,652+1.2% | $5,352-31.0% |
| Admin fee / account holder | $222 | $6,503-96.6% | $5,300-95.8% | $9,541-97.7% |