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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 | $142,025 | $47,848+196.8% | $81,473+74.3% | $70,126+102.5% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 26.86% | 27.25%-0.4pp | 38.78%-11.9pp | 73.15%-46.3pp |
| Employer contribution / active EE | $163 | $1,527-89.3% | $2,568-93.7% | $2,343-93.0% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |