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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 | $48,169 | $171,272-71.9% | $127,803-62.3% | $152,909-68.5% |
| Participation rate | 85.7% | 83.5%+2.2pp | 79.0%+6.7pp | 82.5%+3.3pp |
| Annual return | 15.30% | 23.54%-8.2pp | 26.14%-10.8pp | 345.46%-330.2pp |
| Employer contribution / active EE | $926 | $5,451-83.0% | $4,576-79.8% | $4,764-80.6% |
| Participant deferral / active EE | $8,139 | $7,043+15.5% | $6,023+35.1% | $5,851+39.1% |
| Admin fee / account holder | $56 | $14,540-99.6% | $9,399-99.4% | $11,601-99.5% |