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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 | $83,271 | $71,197+17.0% | $93,669-11.1% | $80,925+2.9% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 10.98% | 11.27%-0.3pp | 133.59%-122.6pp | 35.65%-24.7pp |
| Employer contribution / active EE | $348 | $1,565-77.8% | $2,424-85.7% | $2,756-87.4% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $108 | $6,959-98.4% | $8,291-98.7% | $6,940-98.4% |