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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 | $60,375 | $154,209-60.8% | $130,062-53.6% | $139,487-56.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 10.73% | 32.52%-21.8pp | -137.37%+148.1pp | 373.84%-363.1pp |
| Employer contribution / active EE | $734 | $5,292-86.1% | $4,322-83.0% | $4,755-84.6% |
| Participant deferral / active EE | $3,900 | $6,709-41.9% | $5,821-33.0% | $6,713-41.9% |
| Admin fee / account holder | $280 | $13,988-98.0% | $10,601-97.4% | $11,407-97.5% |