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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 | $105,531 | $175,259-39.8% | $149,723-29.5% | $139,487-24.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.96% | 166.82%-143.9pp | 134.50%-111.5pp | 373.84%-350.9pp |
| Employer contribution / active EE | $711 | $5,478-87.0% | $4,821-85.3% | $4,755-85.1% |
| Participant deferral / active EE | $7,862 | $6,522+20.5% | $5,682+38.4% | $6,713+17.1% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |