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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 | $37,892 | $160,059-76.3% | $140,019-72.9% | $135,379-72.0% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | 27.93% | 911.44%-883.5pp | 651.15%-623.2pp | 519.79%-491.9pp |
| Employer contribution / active EE | $1,002 | $6,420-84.4% | $5,605-82.1% | $4,779-79.0% |
| Participant deferral / active EE | $8,805 | $7,641+15.2% | $6,927+27.1% | $5,609+57.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |