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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 | $61,784 | $106,008-41.7% | $92,240-33.0% | $147,586-58.1% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 13.56% | 50.05%-36.5pp | 176.29%-162.7pp | 578.59%-565.0pp |
| Employer contribution / active EE | $19 | $4,333-99.6% | $3,680-99.5% | $4,876-99.6% |
| Participant deferral / active EE | $1,590 | $4,478-64.5% | $3,897-59.2% | $5,439-70.8% |
| Admin fee / account holder | $252 | $6,333-96.0% | $5,194-95.1% | $10,886-97.7% |