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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 | $95,580 | $175,231-45.5% | $149,696-36.2% | $139,466-31.5% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 26.72% | 166.77%-140.1pp | 134.46%-107.7pp | 373.66%-346.9pp |
| Employer contribution / active EE | $22 | $5,478-99.6% | $4,821-99.5% | $4,754-99.5% |
| Participant deferral / active EE | $4,799 | $6,521-26.4% | $5,682-15.5% | $6,712-28.5% |
| Admin fee / account holder | $23 | $16,155-99.9% | $13,212-99.8% | $11,409-99.8% |