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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 | $74,724 | $140,578-46.8% | $100,671-25.8% | $125,388-40.4% |
| Participation rate | 75.0% | 80.4%-5.4pp | 70.7%+4.3pp | 83.2%-8.2pp |
| Annual return | -1.49% | 24.67%-26.2pp | 20.43%-21.9pp | 282.24%-283.7pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,338 | $3,981-66.4% | $3,144-57.4% | $5,352-75.0% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |