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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 | $85,863 | $60,349+42.3% | $74,184+15.7% | $62,881+36.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.82% | 21.38%-15.6pp | 17.74%-11.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,007 | $1,680-40.1% | $2,370-57.5% | $2,281-55.8% |
| Participant deferral / active EE | $690 | $2,856-75.8% | $3,550-80.5% | $3,203-78.4% |
| Admin fee / account holder | $204 | $4,261-95.2% | $5,586-96.4% | $4,296-95.3% |