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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 | $21,814 | $167,352-87.0% | $143,788-84.8% | $134,509-83.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.83% | 0.47%-13.3pp | -0.03%-12.8pp | 418.13%-431.0pp |
| Employer contribution / active EE | $991 | $5,620-82.4% | $4,952-80.0% | $4,741-79.1% |
| Participant deferral / active EE | $5,260 | $6,447-18.4% | $5,638-6.7% | $6,400-17.8% |
| Admin fee / account holder | $128 | $18,091-99.3% | $14,675-99.1% | $11,427-98.9% |