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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 | $52,694 | $176,838-70.2% | $146,685-64.1% | $167,518-68.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.51% | 24.04%-10.5pp | 22.75%-9.2pp | 478.71%-465.2pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,649 | $6,441-74.4% | $5,507-70.1% | $6,342-74.0% |
| Admin fee / account holder | $285 | $13,262-97.8% | $10,281-97.2% | $12,312-97.7% |