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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 | $28,486 | $211,288-86.5% | $178,540-84.0% | $145,884-80.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.05% | 30.27%-19.2pp | 27.15%-16.1pp | 551.85%-540.8pp |
| Employer contribution / active EE | $22 | $4,574-99.5% | $3,953-99.4% | $4,662-99.5% |
| Participant deferral / active EE | $3,066 | $6,967-56.0% | $6,281-51.2% | $6,690-54.2% |
| Admin fee / account holder | $173 | $12,105-98.6% | $10,424-98.3% | $13,392-98.7% |