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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 | $112,526 | $141,001-20.2% | $112,228+0.3% | $139,487-19.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.59% | 32.75%-22.2pp | 30.23%-19.6pp | 373.84%-363.3pp |
| Employer contribution / active EE | $1,594 | $4,285-62.8% | $3,432-53.5% | $4,755-66.5% |
| Participant deferral / active EE | $1,407 | $5,877-76.1% | $4,800-70.7% | $6,713-79.0% |
| Admin fee / account holder | $119 | $9,959-98.8% | $7,752-98.5% | $11,407-99.0% |