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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 | $38,784 | $227,566-83.0% | $189,558-79.5% | $167,518-76.8% |
| Participation rate | 95.0% | 82.5%+12.5pp | 78.5%+16.5pp | 82.1%+12.9pp |
| Annual return | 14.11% | 78.43%-64.3pp | 64.19%-50.1pp | 478.71%-464.6pp |
| Employer contribution / active EE | $2,352 | $5,316-55.8% | $4,412-46.7% | $4,838-51.4% |
| Participant deferral / active EE | $633 | $7,002-91.0% | $6,174-89.8% | $6,342-90.0% |
| Admin fee / account holder | $99 | $11,881-99.2% | $9,809-99.0% | $12,312-99.2% |