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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 | $65,420 | $47,479+37.8% | $62,929+4.0% | $82,448-20.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 14.40% | 20.34%-5.9pp | 1063.93%-1049.5pp | 41.64%-27.2pp |
| Employer contribution / active EE | $2,070 | $1,885+9.8% | $2,505-17.4% | $2,551-18.9% |
| Participant deferral / active EE | $134 | $2,870-95.3% | $3,888-96.5% | $4,139-96.8% |
| Admin fee / account holder | $259 | $3,804-93.2% | $5,065-94.9% | $7,234-96.4% |