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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 | $201,338 | $183,539+9.7% | $155,556+29.4% | $145,897+38.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.86% | 61.31%-48.4pp | 64.84%-52.0pp | 552.29%-539.4pp |
| Employer contribution / active EE | $1,010 | $5,315-81.0% | $4,675-78.4% | $4,663-78.3% |
| Participant deferral / active EE | $25,000 | $6,467+286.6% | $5,631+344.0% | $6,689+273.7% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |