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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 | $27,656 | $45,041-38.6% | $63,003-56.1% | $70,131-60.6% |
| Participation rate | 97.7% | 69.5%+28.2pp | 74.8%+22.9pp | 69.5%+28.2pp |
| Annual return | 14.30% | 18.76%-4.5pp | 87.59%-73.3pp | 73.14%-58.8pp |
| Employer contribution / active EE | $5,148 | $2,052+150.9% | $2,760+86.5% | $2,342+119.8% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $20 | $2,836-99.3% | $3,600-99.5% | $4,645-99.6% |