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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 | $40,920 | $167,353-75.5% | $143,797-71.5% | $134,545-69.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.41% | 0.48%-14.9pp | -0.04%-14.4pp | 418.37%-432.8pp |
| Employer contribution / active EE | $990 | $5,620-82.4% | $4,952-80.0% | $4,742-79.1% |
| Participant deferral / active EE | $6,048 | $6,447-6.2% | $5,638+7.3% | $6,401-5.5% |
| Admin fee / account holder | $178 | $18,096-99.0% | $14,679-98.8% | $11,431-98.4% |