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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 | $54,994 | $73,978-25.7% | $96,515-43.0% | $75,173-26.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 15.59% | 26.72%-11.1pp | 35.73%-20.1pp | 160.72%-145.1pp |
| Employer contribution / active EE | $9,114 | $2,931+211.0% | $3,740+143.7% | $2,671+241.2% |
| Participant deferral / active EE | $471 | $3,660-87.1% | $4,880-90.4% | $4,126-88.6% |
| Admin fee / account holder | $160 | $5,219-96.9% | $6,735-97.6% | $5,651-97.2% |