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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 | $44,667 | $197,625-77.4% | $177,840-74.9% | $158,966-71.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 26.03% | 58.76%-32.7pp | 48.32%-22.3pp | 302.95%-276.9pp |
| Employer contribution / active EE | $1,343 | $6,698-80.0% | $5,919-77.3% | $4,762-71.8% |
| Participant deferral / active EE | $11,149 | $8,405+32.7% | $7,714+44.5% | $5,983+86.3% |
| Admin fee / account holder | $20 | $15,405-99.9% | $12,431-99.8% | $11,250-99.8% |