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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 | $85,314 | $142,409-40.1% | $119,634-28.7% | $134,545-36.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.43% | -12.46%-5.0pp | -14.98%-2.5pp | 418.37%-435.8pp |
| Employer contribution / active EE | $337 | $5,224-93.5% | $4,232-92.0% | $4,742-92.9% |
| Participant deferral / active EE | $5,300 | $6,468-18.1% | $5,601-5.4% | $6,401-17.2% |
| Admin fee / account holder | $20 | $13,594-99.9% | $10,329-99.8% | $11,431-99.8% |