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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 | $40,093 | $91,559-56.2% | $133,971-70.1% | $79,852-49.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 19.40% | 61.85%-42.5pp | 45.09%-25.7pp | 31.72%-12.3pp |
| Employer contribution / active EE | $1,830 | $2,384-23.2% | $3,919-53.3% | $2,471-25.9% |
| Participant deferral / active EE | $1,004 | $3,734-73.1% | $5,047-80.1% | $3,740-73.2% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,929-100.0% | $5,306-100.0% |