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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 | $40,990 | $183,516-77.7% | $155,534-73.6% | $145,884-71.9% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 13.38% | 61.43%-48.0pp | 64.92%-51.5pp | 551.85%-538.5pp |
| Employer contribution / active EE | $3,444 | $5,315-35.2% | $4,675-26.3% | $4,662-26.1% |
| Participant deferral / active EE | $1,026 | $6,467-84.1% | $5,630-81.8% | $6,690-84.7% |
| Admin fee / account holder | $24 | $19,293-99.9% | $15,900-99.9% | $13,392-99.8% |