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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 | $59,634 | $73,848-19.2% | $143,799-58.5% | $68,486-12.9% |
| Participation rate | 88.9% | 66.7%+22.2pp | 80.3%+8.6pp | 67.9%+21.0pp |
| Annual return | 15.77% | 0.91%+14.9pp | -0.04%+15.8pp | -7.85%+23.6pp |
| Employer contribution / active EE | $383 | $3,184-88.0% | $4,952-92.3% | $2,597-85.2% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $37 | $5,755-99.4% | $14,677-99.7% | $5,404-99.3% |