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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 | $105,487 | $198,461-46.8% | $170,436-38.1% | $147,585-28.5% |
| Participation rate | 70.0% | 88.0%-18.0pp | 83.6%-13.6pp | 82.8%-12.8pp |
| Annual return | 18.43% | 257.30%-238.9pp | 205.94%-187.5pp | 578.57%-560.1pp |
| Employer contribution / active EE | $1,108 | $6,184-82.1% | $5,433-79.6% | $4,876-77.3% |
| Participant deferral / active EE | $4,965 | $5,629-11.8% | $4,939+0.5% | $5,439-8.7% |
| Admin fee / account holder | $120 | $16,852-99.3% | $13,880-99.1% | $10,885-98.9% |