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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 | $58,317 | $113,338-48.5% | $94,993-38.6% | $147,585-60.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 16.43% | 20.80%-4.4pp | 27.14%-10.7pp | 578.58%-562.2pp |
| Employer contribution / active EE | $3,077 | $3,160-2.6% | $2,603+18.2% | $4,876-36.9% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $99 | $6,063-98.4% | $4,960-98.0% | $10,886-99.1% |