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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 | $73,218 | $72,492+1.0% | $87,104-15.9% | $72,975+0.3% |
| Participation rate | 97.1% | 72.8%+24.2pp | 76.9%+20.2pp | 69.5%+27.6pp |
| Annual return | 21.60% | 24.46%-2.9pp | 28.19%-6.6pp | 81.01%-59.4pp |
| Employer contribution / active EE | $5,507 | $1,894+190.8% | $2,521+118.4% | $2,440+125.7% |
| Participant deferral / active EE | $1,293 | $3,270-60.4% | $4,048-68.0% | $3,608-64.1% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,491-100.0% | $5,124-100.0% |