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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 | $51,075 | $148,582-65.6% | $135,942-62.4% | $139,456-63.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.01% | 79.26%-58.2pp | 68.28%-47.3pp | 373.45%-352.4pp |
| Employer contribution / active EE | $1,463 | $5,245-72.1% | $4,858-69.9% | $4,753-69.2% |
| Participant deferral / active EE | $2,430 | $8,101-70.0% | $7,759-68.7% | $6,711-63.8% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |