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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 | $175,455 | $42,383+314.0% | $76,518+129.3% | $64,173+173.4% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 0.60% | -16.54%+17.1pp | -0.27%+0.9pp | 7.63%-7.0pp |
| Employer contribution / active EE | $200 | $1,563-87.2% | $2,647-92.4% | $2,381-91.6% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,836-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $3,198-100.0% | $4,849-100.0% | $4,887-100.0% |