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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 | $71,230+16.9% | $93,727-11.2% | $80,959+2.9% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 10.98% | 11.26%-0.3pp | 133.83%-122.8pp | 35.67%-24.7pp |
| Employer contribution / active EE | $348 | $1,565-77.8% | $2,421-85.6% | $2,757-87.4% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $108 | $6,961-98.4% | $8,292-98.7% | $6,925-98.4% |