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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 | $28,472 | $167,533-83.0% | $151,645-81.2% | $134,545-78.8% |
| Participation rate | 79.2% | 88.4%-9.2pp | 87.5%-8.3pp | 81.2%-2.1pp |
| Annual return | -18.82% | 7.81%-26.6pp | 3.34%-22.2pp | 418.37%-437.2pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,014 | $8,985-55.3% | $8,363-52.0% | $6,401-37.3% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |