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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 | $135,725 | $227,291-40.3% | $214,702-36.8% | $155,188-12.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 19.51% | 60.08%-40.6pp | 54.55%-35.0pp | 148.84%-129.3pp |
| Employer contribution / active EE | $852 | $6,772-87.4% | $6,461-86.8% | $4,248-79.9% |
| Participant deferral / active EE | $13,381 | $9,582+39.7% | $9,147+46.3% | $6,531+104.9% |
| Admin fee / account holder | $63 | $20,413-99.7% | $19,830-99.7% | $14,480-99.6% |