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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 | $25,915 | $162,136-84.0% | $152,301-83.0% | $154,746-83.3% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 19.88% | 91.02%-71.1pp | 80.50%-60.6pp | 172.34%-152.5pp |
| Employer contribution / active EE | $890 | $4,890-81.8% | $4,624-80.8% | $4,379-79.7% |
| Participant deferral / active EE | $5,975 | $8,341-28.4% | $8,004-25.3% | $6,730-11.2% |
| Admin fee / account holder | $114 | $15,759-99.3% | $14,398-99.2% | $14,365-99.2% |