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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 | $38,407 | $165,381-76.8% | $149,730-74.3% | $158,966-75.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.80% | 348.29%-330.5pp | 276.70%-258.9pp | 302.95%-285.1pp |
| Employer contribution / active EE | $634 | $5,104-87.6% | $4,645-86.4% | $4,762-86.7% |
| Participant deferral / active EE | $5,914 | $7,182-17.7% | $6,843-13.6% | $5,983-1.2% |
| Admin fee / account holder | $148 | $10,809-98.6% | $9,310-98.4% | $11,250-98.7% |