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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 | $43,786 | $106,267-58.8% | $96,520-54.6% | $139,456-68.6% |
| Participation rate | 95.2% | 77.8%+17.4pp | 74.3%+20.9pp | 80.3%+14.9pp |
| Annual return | 21.26% | 38.45%-17.2pp | 35.72%-14.5pp | 373.45%-352.2pp |
| Employer contribution / active EE | -$1,421 | $4,105-134.6% | $3,739-138.0% | $4,753-129.9% |
| Participant deferral / active EE | $1,793 | $5,454-67.1% | $4,879-63.2% | $6,711-73.3% |
| Admin fee / account holder | $96 | $7,882-98.8% | $6,733-98.6% | $11,407-99.2% |