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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 | $100,413 | $202,342-50.4% | $172,753-41.9% | $152,909-34.3% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 28.56% | 1029.88%-1001.3pp | 803.00%-774.4pp | 345.46%-316.9pp |
| Employer contribution / active EE | $1,047 | $5,857-82.1% | $5,144-79.7% | $4,764-78.0% |
| Participant deferral / active EE | $9,321 | $5,948+56.7% | $5,198+79.3% | $5,851+59.3% |
| Admin fee / account holder | $239 | $17,112-98.6% | $13,956-98.3% | $11,601-97.9% |