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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 | $23,297 | $107,666-78.4% | $102,184-77.2% | $154,746-84.9% |
| Participation rate | 72.2% | 83.7%-11.5pp | 82.6%-10.4pp | 80.7%-8.5pp |
| Annual return | 15.07% | 29.33%-14.3pp | 31.58%-16.5pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,109 | $3,846-71.2% | $3,594-69.1% | $4,379-74.7% |
| Participant deferral / active EE | $1,131 | $8,719-87.0% | $8,309-86.4% | $6,730-83.2% |
| Admin fee / account holder | $3 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |