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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 | $33,757 | $183,539-81.6% | $155,556-78.3% | $145,897-76.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.13% | 61.31%-42.2pp | 64.84%-45.7pp | 552.29%-533.2pp |
| Employer contribution / active EE | $293 | $5,315-94.5% | $4,675-93.7% | $4,663-93.7% |
| Participant deferral / active EE | $7,631 | $6,467+18.0% | $5,631+35.5% | $6,689+14.1% |
| Admin fee / account holder | $48 | $19,275-99.7% | $15,885-99.7% | $13,390-99.6% |