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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 | $61,761 | $115,917-46.7% | $100,535-38.6% | $158,982-61.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 29.63% | 34.80%-5.2pp | 30.90%-1.3pp | 302.99%-273.4pp |
| Employer contribution / active EE | $606 | $4,105-85.2% | $3,419-82.3% | $4,763-87.3% |
| Participant deferral / active EE | $1,010 | $6,677-84.9% | $6,271-83.9% | $5,983-83.1% |
| Admin fee / account holder | $15 | $11,002-99.9% | $8,085-99.8% | $11,252-99.9% |