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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 | $172,388 | $125,190+37.7% | $105,624+63.2% | $145,897+18.2% |
| Participation rate | 70.0% | 77.6%-7.6pp | 75.3%-5.3pp | 80.3%-10.3pp |
| Annual return | 16.50% | 225.22%-208.7pp | 116.20%-99.7pp | 552.29%-535.8pp |
| Employer contribution / active EE | $661 | $3,720-82.2% | $3,168-79.1% | $4,663-85.8% |
| Participant deferral / active EE | $5,906 | $5,716+3.3% | $5,013+17.8% | $6,689-11.7% |
| Admin fee / account holder | $43 | $17,138-99.7% | $10,961-99.6% | $13,390-99.7% |