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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 | $89,692 | $165,399-45.8% | $149,745-40.1% | $158,982-43.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.09% | 348.34%-331.2pp | 276.72%-259.6pp | 302.99%-285.9pp |
| Employer contribution / active EE | $528 | $5,105-89.6% | $4,646-88.6% | $4,763-88.9% |
| Participant deferral / active EE | $12,105 | $7,183+68.5% | $6,843+76.9% | $5,983+102.3% |
| Admin fee / account holder | $148 | $10,811-98.6% | $9,312-98.4% | $11,252-98.7% |