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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 | $28,662 | $112,933-74.6% | $90,970-68.5% | $158,982-82.0% |
| Participation rate | 77.8% | 74.7%+3.0pp | 69.0%+8.8pp | 82.0%-4.2pp |
| Annual return | 17.01% | 215.82%-198.8pp | 134.60%-117.6pp | 302.99%-286.0pp |
| Employer contribution / active EE | $381 | $2,893-86.8% | $2,122-82.0% | $4,763-92.0% |
| Participant deferral / active EE | $4,188 | $4,128+1.5% | $3,373+24.2% | $5,983-30.0% |
| Admin fee / account holder | $215 | $8,047-97.3% | $5,961-96.4% | $11,252-98.1% |