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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 | $61,667 | $110,379-44.1% | $102,412-39.8% | $145,884-57.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.24% | 24.84%-7.6pp | 24.94%-7.7pp | 551.85%-534.6pp |
| Employer contribution / active EE | $3,176 | $4,216-24.7% | $3,870-17.9% | $4,662-31.9% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |