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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 | $50,975 | $183,516-72.2% | $155,534-67.2% | $145,884-65.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.55% | 61.43%-50.9pp | 64.92%-54.4pp | 551.85%-541.3pp |
| Employer contribution / active EE | $5,330 | $5,315+0.3% | $4,675+14.0% | $4,662+14.3% |
| Participant deferral / active EE | $1,138 | $6,467-82.4% | $5,630-79.8% | $6,690-83.0% |
| Admin fee / account holder | $145 | $19,293-99.2% | $15,900-99.1% | $13,392-98.9% |