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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 | $61,269 | $99,032-38.1% | $80,022-23.4% | $135,380-54.7% |
| Participation rate | 81.0% | 78.4%+2.6pp | 75.8%+5.1pp | 82.6%-1.7pp |
| Annual return | -6.79% | 15.39%-22.2pp | 11.22%-18.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $342 | $3,043-88.8% | $2,468-86.2% | $4,779-92.8% |
| Participant deferral / active EE | $1,874 | $4,282-56.2% | $3,686-49.2% | $5,609-66.6% |
| Admin fee / account holder | $54 | $10,436-99.5% | $6,521-99.2% | $10,828-99.5% |