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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 | $91,535 | $167,352-45.3% | $143,788-36.3% | $134,509-31.9% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -17.63% | 0.47%-18.1pp | -0.03%-17.6pp | 418.13%-435.8pp |
| Employer contribution / active EE | $1,121 | $5,620-80.0% | $4,952-77.4% | $4,741-76.3% |
| Participant deferral / active EE | $5,222 | $6,447-19.0% | $5,638-7.4% | $6,400-18.4% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |