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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 | $57,310 | $201,372-71.5% | $184,260-68.9% | $145,884-60.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.59% | 29.04%-12.5pp | 28.84%-12.3pp | 551.85%-535.3pp |
| Employer contribution / active EE | $720 | $7,024-89.7% | $6,427-88.8% | $4,662-84.6% |
| Participant deferral / active EE | $16,150 | $9,808+64.7% | $9,133+76.8% | $6,690+141.4% |
| Admin fee / account holder | $10 | $16,362-99.9% | $13,898-99.9% | $13,392-99.9% |