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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 | $7,346 | $48,267-84.8% | $68,808-89.3% | $68,486-89.3% |
| Participation rate | 80.0% | 60.7%+19.3pp | 69.0%+11.0pp | 67.9%+12.1pp |
| Annual return | 92.62% | -12.70%+105.3pp | -6.37%+99.0pp | -7.85%+100.5pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,159 | $2,867+10.2% | $3,942-19.9% | $4,028-21.6% |
| Admin fee / account holder | $179 | $4,362-95.9% | $4,936-96.4% | $5,404-96.7% |