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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 | $100,914 | $72,404+39.4% | $110,243-8.5% | $64,173+57.3% |
| Participation rate | 96.3% | 73.3%+23.0pp | 79.8%+16.5pp | 69.6%+26.7pp |
| Annual return | 1.03% | -6.29%+7.3pp | 314.76%-313.7pp | 7.63%-6.6pp |
| Employer contribution / active EE | $8,354 | $2,282+266.1% | $3,827+118.3% | $2,381+250.9% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $210 | $5,664-96.3% | $8,548-97.5% | $4,887-95.7% |