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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 | $42,917-31.7% | $60,899-51.9% | $68,495-57.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -16.24% | -13.99%-2.3pp | 16.92%-33.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,455 | $2,867+55.4% | $3,817+16.7% | $4,028+10.6% |
| Admin fee / account holder | $124 | $3,102-96.0% | $3,225-96.2% | $5,403-97.7% |