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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 | $44,484 | $56,894-21.8% | $84,753-47.5% | $62,881-29.3% |
| Participation rate | 85.7% | 68.5%+17.2pp | 76.6%+9.1pp | 69.3%+16.4pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $320 | $2,400-86.6% | $3,574-91.0% | $2,281-86.0% |
| Participant deferral / active EE | $1,162 | $2,709-57.1% | $3,712-68.7% | $3,203-63.7% |
| Admin fee / account holder | $160 | $3,581-95.5% | $5,333-97.0% | $4,296-96.3% |