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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 | $117,477 | $157,304-25.3% | $141,197-16.8% | $152,909-23.2% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.5%+10.4pp |
| Annual return | 20.80% | 64.34%-43.5pp | 71.41%-50.6pp | 345.46%-324.7pp |
| Employer contribution / active EE | $12,740 | $5,263+142.1% | $4,736+169.0% | $4,764+167.4% |
| Participant deferral / active EE | $1,832 | $7,111-74.2% | $6,710-72.7% | $5,851-68.7% |
| Admin fee / account holder | $223 | $12,126-98.2% | $10,265-97.8% | $11,601-98.1% |