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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 | $29,304 | $42,909-31.7% | $60,906-51.9% | $68,486-57.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -16.24% | -13.99%-2.2pp | 16.94%-33.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,455 | $2,866+55.4% | $3,814+16.8% | $4,028+10.6% |
| Admin fee / account holder | $124 | $3,104-96.0% | $3,227-96.2% | $5,404-97.7% |