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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 | $22,514 | $108,911-79.3% | $100,392-77.6% | $145,884-84.6% |
| Participation rate | 92.3% | 83.0%+9.3pp | 81.5%+10.8pp | 80.3%+12.0pp |
| Annual return | 16.98% | 58.23%-41.2pp | 49.45%-32.5pp | 551.85%-534.9pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,957 | $8,459+29.5% | $8,090+35.4% | $6,690+63.8% |
| Admin fee / account holder | $112 | $9,698-98.8% | $7,904-98.6% | $13,392-99.2% |