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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 | $30,097 | $167,362-82.0% | $143,799-79.1% | $134,532-77.6% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | -5.72% | 0.47%-6.2pp | -0.04%-5.7pp | 418.27%-424.0pp |
| Employer contribution / active EE | $1,525 | $5,620-72.9% | $4,952-69.2% | $4,741-67.8% |
| Participant deferral / active EE | $2,102 | $6,447-67.4% | $5,638-62.7% | $6,401-67.2% |
| Admin fee / account holder | $204 | $18,094-98.9% | $14,677-98.6% | $11,429-98.2% |