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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 | $42,277 | $183,539-77.0% | $155,556-72.8% | $145,897-71.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.05% | 61.31%-48.3pp | 64.84%-51.8pp | 552.29%-539.2pp |
| Employer contribution / active EE | $728 | $5,315-86.3% | $4,675-84.4% | $4,663-84.4% |
| Participant deferral / active EE | $6,375 | $6,467-1.4% | $5,631+13.2% | $6,689-4.7% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |