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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 | $73,920 | $77,817-5.0% | $123,553-40.2% | $64,173+15.2% |
| Participation rate | 73.1% | 74.7%-1.6pp | 82.3%-9.2pp | 69.6%+3.5pp |
| Annual return | -3.06% | 12.49%-15.5pp | 119.21%-122.3pp | 7.63%-10.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,838 | $5,240-7.7% | $6,426-24.7% | $3,470+39.4% |
| Admin fee / account holder | $9 | $5,519-99.8% | $9,284-99.9% | $4,887-99.8% |