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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 | $76,600 | $110,083-30.4% | $151,628-49.5% | $68,495+11.8% |
| Participation rate | 80.3% | 84.0%-3.6pp | 87.5%-7.2pp | 67.9%+12.4pp |
| Annual return | -15.42% | -10.12%-5.3pp | 3.34%-18.8pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,292 | $4,470-71.1% | $6,165-79.0% | $2,596-50.2% |
| Participant deferral / active EE | $13,496 | $6,526+106.8% | $8,363+61.4% | $4,028+235.1% |
| Admin fee / account holder | $75 | $7,718-99.0% | $11,613-99.4% | $5,403-98.6% |