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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 | $37,552 | $125,190-70.0% | $105,624-64.4% | $145,897-74.3% |
| Participation rate | 70.8% | 77.6%-6.8pp | 75.3%-4.4pp | 80.3%-9.5pp |
| Annual return | 8.84% | 225.22%-216.4pp | 116.20%-107.4pp | 552.29%-543.5pp |
| Employer contribution / active EE | $784 | $3,720-78.9% | $3,168-75.2% | $4,663-83.2% |
| Participant deferral / active EE | $1,474 | $5,716-74.2% | $5,013-70.6% | $6,689-78.0% |
| Admin fee / account holder | $232 | $17,138-98.6% | $10,961-97.9% | $13,390-98.3% |