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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 | $25,577 | $91,037-71.9% | $71,671-64.3% | $147,586-82.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 12.82% | 20.48%-7.7pp | 20.65%-7.8pp | 578.59%-565.8pp |
| Employer contribution / active EE | $1,474 | $3,327-55.7% | $2,460-40.1% | $4,876-69.8% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $14 | $8,613-99.8% | $5,558-99.7% | $10,886-99.9% |