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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 | $43,703 | $185,312-76.4% | $161,489-72.9% | $154,746-71.8% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 14.48% | 103.84%-89.4pp | 89.72%-75.2pp | 172.34%-157.9pp |
| Employer contribution / active EE | $1,155 | $4,769-75.8% | $4,268-72.9% | $4,379-73.6% |
| Participant deferral / active EE | $722 | $6,350-88.6% | $5,630-87.2% | $6,730-89.3% |
| Admin fee / account holder | $94 | $18,654-99.5% | $16,006-99.4% | $14,365-99.3% |