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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 | $164,809 | $160,070+3.0% | $147,117+12.0% | $145,897+13.0% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 12.32% | 98.69%-86.4pp | 420.54%-408.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,220 | $8,419-2.4% | $8,065+1.9% | $6,689+22.9% |
| Admin fee / account holder | $6 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |