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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 | $62,132 | $150,447-58.7% | $136,298-54.4% | $147,586-57.9% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 15.08% | 1049.15%-1034.1pp | 5156.27%-5141.2pp | 578.59%-563.5pp |
| Employer contribution / active EE | $526 | $5,256-90.0% | $4,696-88.8% | $4,876-89.2% |
| Participant deferral / active EE | $11,691 | $6,631+76.3% | $6,247+87.1% | $5,439+115.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |