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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 | $20,742 | $84,236-75.4% | $170,435-87.8% | $70,126-70.4% |
| Participation rate | 85.0% | 70.8%+14.2pp | 83.6%+1.4pp | 69.5%+15.5pp |
| Annual return | 45.44% | 23.06%+22.4pp | 205.94%-160.5pp | 73.15%-27.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,649 | $3,086+115.5% | $4,939+34.6% | $3,332+99.6% |
| Admin fee / account holder | $80 | $5,698-98.6% | $13,881-99.4% | $4,645-98.3% |