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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 | $54,933 | $160,028-65.7% | $147,080-62.7% | $145,884-62.3% |
| Participation rate | 78.3% | 84.0%-5.8pp | 82.2%-3.9pp | 80.3%-2.0pp |
| Annual return | 12.95% | 98.60%-85.6pp | 420.17%-407.2pp | 551.85%-538.9pp |
| Employer contribution / active EE | $946 | $5,286-82.1% | $4,933-80.8% | $4,662-79.7% |
| Participant deferral / active EE | $4,690 | $8,422-44.3% | $8,066-41.9% | $6,690-29.9% |
| Admin fee / account holder | $244 | $15,030-98.4% | $12,989-98.1% | $13,392-98.2% |