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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 | $41,890 | $135,956-69.2% | $123,894-66.2% | $273,972-84.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.29% | 56.63%-49.3pp | 47.52%-40.2pp | 41.46%-34.2pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $10,515 | $6,343+65.8% | $5,984+75.7% | $5,287+98.9% |
| Admin fee / account holder | $114 | $9,817-98.8% | $8,357-98.6% | $10,133-98.9% |