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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 | $30,740 | $141,001-78.2% | $112,228-72.6% | $139,487-78.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.33% | 32.75%-12.4pp | 30.23%-9.9pp | 373.84%-353.5pp |
| Employer contribution / active EE | $3,095 | $4,285-27.8% | $3,432-9.8% | $4,755-34.9% |
| Participant deferral / active EE | $591 | $5,877-90.0% | $4,800-87.7% | $6,713-91.2% |
| Admin fee / account holder | $18 | $9,959-99.8% | $7,752-99.8% | $11,407-99.8% |