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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 | $20,634 | $77,814-73.5% | $158,223-87.0% | $86,983-76.3% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 14.58% | 30.54%-16.0pp | 52.09%-37.5pp | 25.83%-11.3pp |
| Employer contribution / active EE | $3,070 | $2,592+18.4% | $4,109-25.3% | $2,584+18.8% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $11 | $5,879-99.8% | $16,047-99.9% | $7,856-99.9% |