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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 | $24,472 | $175,231-86.0% | $149,696-83.7% | $139,466-82.5% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 19.61% | 166.77%-147.2pp | 134.46%-114.8pp | 373.66%-354.1pp |
| Employer contribution / active EE | $746 | $5,478-86.4% | $4,821-84.5% | $4,754-84.3% |
| Participant deferral / active EE | $2,320 | $6,521-64.4% | $5,682-59.2% | $6,712-65.4% |
| Admin fee / account holder | $162 | $16,155-99.0% | $13,212-98.8% | $11,409-98.6% |