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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 | $93,324 | $175,231-46.7% | $149,696-37.7% | $139,466-33.1% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 65.54% | 166.77%-101.2pp | 134.46%-68.9pp | 373.66%-308.1pp |
| Employer contribution / active EE | $772 | $5,478-85.9% | $4,821-84.0% | $4,754-83.8% |
| Participant deferral / active EE | $4,587 | $6,521-29.7% | $5,682-19.3% | $6,712-31.7% |
| Admin fee / account holder | $188 | $16,155-98.8% | $13,212-98.6% | $11,409-98.4% |