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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 | $39,622 | $75,962-47.8% | $154,111-74.3% | $64,173-38.3% |
| Participation rate | 92.5% | 70.4%+22.1pp | 83.0%+9.5pp | 69.6%+22.9pp |
| Annual return | 19.04% | 30.32%-11.3pp | 735.18%-716.1pp | 7.63%+11.4pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $11,698 | $3,175+268.5% | $5,081+130.2% | $3,470+237.2% |
| Admin fee / account holder | $138 | $5,589-97.5% | $13,411-99.0% | $4,887-97.2% |