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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 | $47,892 | $96,956-50.6% | $69,779-31.4% | $273,970-82.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 8.56% | 12.93%-4.4pp | 12.99%-4.4pp | 41.46%-32.9pp |
| Employer contribution / active EE | $8,010 | $3,316+141.6% | $2,338+242.6% | $4,869+64.5% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $2,931-100.0% | $5,287-100.0% |
| Admin fee / account holder | $42 | $7,934-99.5% | $4,381-99.0% | $10,132-99.6% |