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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 | $136,956 | $201,264-32.0% | $184,185-25.6% | $145,978-6.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.36% | 29.00%-4.6pp | 28.81%-4.5pp | 550.52%-526.2pp |
| Employer contribution / active EE | $2,030 | $7,021-71.1% | $6,426-68.4% | $4,662-56.5% |
| Participant deferral / active EE | $2,537 | $9,806-74.1% | $9,132-72.2% | $6,690-62.1% |
| Admin fee / account holder | $20 | $16,376-99.9% | $13,909-99.9% | $13,400-99.9% |