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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 | $4,965 | $101,618-95.1% | $93,063-94.7% | $137,256-96.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 23.73% | 223.95%-200.2pp | 34.15%-10.4pp | 220.34%-196.6pp |
| Employer contribution / active EE | $287 | $2,707-89.4% | $2,476-88.4% | $4,156-93.1% |
| Participant deferral / active EE | $544 | $4,279-87.3% | $3,958-86.3% | $6,407-91.5% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |