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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 | $39,921 | $147,167-72.9% | $111,392-64.2% | $135,380-70.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -3.96% | -4.44%+0.5pp | -2.06%-1.9pp | 519.81%-523.8pp |
| Employer contribution / active EE | $310 | $5,204-94.0% | $4,328-92.8% | $4,779-93.5% |
| Participant deferral / active EE | $2,399 | $6,565-63.5% | $5,567-56.9% | $5,609-57.2% |
| Admin fee / account holder | $57 | $20,270-99.7% | $12,266-99.5% | $10,828-99.5% |