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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 | $21,800 | $65,712-66.8% | $57,196-61.9% | $273,972-92.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 2.88% | 22.01%-19.1pp | 14.59%-11.7pp | 41.46%-38.6pp |
| Employer contribution / active EE | $5,627 | $3,280+71.5% | $2,683+109.7% | $4,869+15.6% |
| Participant deferral / active EE | $168 | $3,782-95.6% | $3,096-94.6% | $5,287-96.8% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |