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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 | $111,199 | $124,330-10.6% | $109,173+1.9% | $167,536-33.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 22.55% | 26.04%-3.5pp | 25.75%-3.2pp | 478.82%-456.3pp |
| Employer contribution / active EE | $2,291 | $4,209-45.6% | $3,723-38.5% | $4,839-52.7% |
| Participant deferral / active EE | $800 | $5,256-84.8% | $4,654-82.8% | $6,342-87.4% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |