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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 | $128,238 | $152,651-16.0% | $105,218+21.9% | $125,388+2.3% |
| Participation rate | 83.3% | 81.5%+1.8pp | 77.2%+6.1pp | 83.2%+0.1pp |
| Annual return | -0.89% | 8.24%-9.1pp | 5.33%-6.2pp | 282.24%-283.1pp |
| Employer contribution / active EE | $450 | $4,802-90.6% | $3,255-86.2% | $4,866-90.8% |
| Participant deferral / active EE | $8,272 | $6,660+24.2% | $4,867+70.0% | $5,352+54.6% |
| Admin fee / account holder | $72 | $14,248-99.5% | $6,992-99.0% | $9,541-99.2% |