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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 | $26,528 | $157,296-83.1% | $141,191-81.2% | $152,897-82.6% |
| Participation rate | 78.6% | 84.8%-6.3pp | 82.5%-3.9pp | 82.5%-3.9pp |
| Annual return | 23.15% | 64.34%-41.2pp | 71.41%-48.3pp | 345.43%-322.3pp |
| Employer contribution / active EE | $3,627 | $5,262-31.1% | $4,736-23.4% | $4,764-23.9% |
| Participant deferral / active EE | $2,075 | $7,111-70.8% | $6,710-69.1% | $5,851-64.5% |
| Admin fee / account holder | $176 | $12,125-98.5% | $10,264-98.3% | $11,599-98.5% |