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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 | $158,455 | $117,859+34.4% | $102,438+54.7% | $145,959+8.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.12% | 31.72%-21.6pp | 29.37%-19.3pp | 561.95%-551.8pp |
| Employer contribution / active EE | $14,247 | $3,615+294.1% | $3,024+371.2% | $4,661+205.7% |
| Participant deferral / active EE | $1,556 | $5,732-72.8% | $5,054-69.2% | $6,689-76.7% |
| Admin fee / account holder | $62 | $13,318-99.5% | $9,448-99.3% | $13,398-99.5% |