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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 | $22,619 | $100,970-77.6% | $96,576-76.6% | $137,256-83.5% |
| Participation rate | 94.1% | 82.6%+11.5pp | 81.4%+12.7pp | 80.0%+14.2pp |
| Annual return | 18.03% | 38.16%-20.1pp | 38.47%-20.4pp | 220.34%-202.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,095 | $8,286-74.7% | $7,956-73.7% | $6,407-67.3% |
| Admin fee / account holder | $171 | $11,312-98.5% | $11,381-98.5% | $12,270-98.6% |