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Participant 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 | $23,493 | $77,358-69.6% | $102,184-77.0% | $87,485-73.1% |
| Participation rate | 94.3% | 78.7%+15.6pp | 82.6%+11.7pp | 68.9%+25.4pp |
| Annual return | 20.06% | 41.11%-21.1pp | 31.58%-11.5pp | 26.06%-6.0pp |
| Employer contribution / active EE | $2,506 | $2,562-2.2% | $3,594-30.3% | $2,596-3.5% |
| Participant deferral / active EE | $2,420 | $6,753-64.2% | $8,309-70.9% | $4,274-43.4% |
| Admin fee / account holder | $190 | $6,809-97.2% | $11,609-98.4% | $7,775-97.6% |