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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 | $141,871 | $134,001+5.9% | $112,258+26.4% | $134,509+5.5% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -20.46% | 47.15%-67.6pp | 27.47%-47.9pp | 418.13%-438.6pp |
| Employer contribution / active EE | $963 | $4,039-76.2% | $3,636-73.5% | $4,741-79.7% |
| Participant deferral / active EE | $1,088 | $5,291-79.4% | $4,728-77.0% | $6,400-83.0% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |