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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 | $30,871 | $126,661-75.6% | $113,397-72.8% | $138,895-77.8% |
| Participation rate | 95.0% | 79.4%+15.6pp | 76.5%+18.5pp | 79.9%+15.1pp |
| Annual return | 18.56% | 25.05%-6.5pp | 23.20%-4.6pp | 145.39%-126.8pp |
| Employer contribution / active EE | $6,460 | $3,456+86.9% | $2,977+117.0% | $4,194+54.0% |
| Participant deferral / active EE | $414 | $5,693-92.7% | $5,076-91.8% | $6,396-93.5% |
| Admin fee / account holder | $27 | $14,549-99.8% | $11,957-99.8% | $12,562-99.8% |