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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 | $143,156 | $98,776+44.9% | $149,745-4.4% | $79,856+79.3% |
| Participation rate | 83.3% | 75.8%+7.5pp | 82.5%+0.9pp | 69.6%+13.7pp |
| Annual return | 14.25% | 27.38%-13.1pp | 276.72%-262.5pp | 31.71%-17.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,603 | $5,681+51.4% | $6,843+25.7% | $3,741+130.0% |
| Admin fee / account holder | $246 | $6,053-95.9% | $9,312-97.4% | $5,306-95.4% |