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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 | $37,148 | $56,287-34.0% | $80,977-54.1% | $62,881-40.9% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 9.50% | 22.13%-12.6pp | 17.11%-7.6pp | 20.14%-10.6pp |
| Employer contribution / active EE | $2,788 | $1,943+43.5% | $3,715-24.9% | $2,281+22.2% |
| Participant deferral / active EE | $1,625 | $4,196-61.3% | $5,696-71.5% | $3,203-49.3% |
| Admin fee / account holder | $269 | $3,742-92.8% | $5,517-95.1% | $4,296-93.7% |