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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 | $90,601 | $167,362-45.9% | $143,799-37.0% | $134,532-32.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.94% | 0.47%-13.4pp | -0.04%-12.9pp | 418.27%-431.2pp |
| Employer contribution / active EE | $494 | $5,620-91.2% | $4,952-90.0% | $4,741-89.6% |
| Participant deferral / active EE | $12,044 | $6,447+86.8% | $5,638+113.6% | $6,401+88.2% |
| Admin fee / account holder | $110 | $18,094-99.4% | $14,677-99.3% | $11,429-99.0% |