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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 | $16,161 | $99,345-83.7% | $84,753-80.9% | $273,972-94.1% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 3.70% | 22.93%-19.2pp | 22.78%-19.1pp | 41.46%-37.8pp |
| Employer contribution / active EE | $3,800 | $4,214-9.8% | $3,574+6.3% | $4,869-21.9% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $268 | $6,645-96.0% | $5,333-95.0% | $10,133-97.4% |