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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 | $20,941 | $100,901-79.2% | $75,501-72.3% | $147,586-85.8% |
| Participation rate | 85.7% | 77.1%+8.6pp | 72.4%+13.4pp | 82.8%+2.9pp |
| Annual return | 16.64% | 35.78%-19.1pp | 27.35%-10.7pp | 578.59%-562.0pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $513 | $4,027-87.3% | $3,142-83.7% | $5,439-90.6% |
| Admin fee / account holder | $1 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |