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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 | $35,630 | $110,137-67.6% | $161,149-77.9% | $82,637-56.9% |
| Participation rate | 85.7% | 72.4%+13.4pp | 78.8%+6.9pp | 68.1%+17.7pp |
| Annual return | 18.37% | 20.69%-2.3pp | 21.16%-2.8pp | 53.51%-35.1pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $521 | $4,575-88.6% | $6,153-91.5% | $4,126-87.4% |
| Admin fee / account holder | $257 | $9,467-97.3% | $15,194-98.3% | $7,339-96.5% |