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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 | $129,709 | $117,904+10.0% | $102,457+26.6% | $145,978-11.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.75% | 31.80%-23.0pp | 29.41%-20.7pp | 550.52%-541.8pp |
| Employer contribution / active EE | $10,796 | $3,613+198.8% | $3,022+257.2% | $4,662+131.6% |
| Participant deferral / active EE | $119 | $5,733-97.9% | $5,054-97.6% | $6,690-98.2% |
| Admin fee / account holder | $116 | $13,329-99.1% | $9,451-98.8% | $13,400-99.1% |