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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 | $27,593 | $124,330-77.8% | $109,173-74.7% | $167,536-83.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.51% | 26.04%-13.5pp | 25.75%-13.2pp | 478.82%-466.3pp |
| Employer contribution / active EE | $2,695 | $4,209-36.0% | $3,723-27.6% | $4,839-44.3% |
| Participant deferral / active EE | $733 | $5,256-86.0% | $4,654-84.2% | $6,342-88.4% |
| Admin fee / account holder | $27 | $7,974-99.7% | $6,755-99.6% | $12,315-99.8% |