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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 | $85,342 | $95,188-10.3% | $76,518+11.5% | $135,380-37.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.51% | 4.85%-11.4pp | -0.27%-6.2pp | 519.81%-526.3pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $15,580 | $4,640+235.8% | $3,836+306.2% | $5,609+177.8% |
| Admin fee / account holder | $231 | $6,249-96.3% | $4,849-95.2% | $10,828-97.9% |