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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 | $34,521 | $161,352-78.6% | $134,172-74.3% | $137,256-74.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 18.89% | 28.72%-9.8pp | 25.30%-6.4pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,262 | $4,099-69.2% | $3,420-63.1% | $4,156-69.6% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $207 | $15,028-98.6% | $12,016-98.3% | $12,270-98.3% |