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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 | $73,803 | $131,835-44.0% | $108,582-32.0% | $273,972-73.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.43% | -91.57%+98.0pp | -51.70%+58.1pp | 41.46%-35.0pp |
| Employer contribution / active EE | $18,333 | $4,913+273.2% | $3,758+387.8% | $4,869+276.6% |
| Participant deferral / active EE | $173 | $5,127-96.6% | $4,311-96.0% | $5,287-96.7% |
| Admin fee / account holder | $227 | $10,253-97.8% | $7,645-97.0% | $10,133-97.8% |