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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 | $38,365 | $115,903-66.9% | $100,528-61.8% | $158,966-75.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 10.61% | 34.80%-24.2pp | 30.90%-20.3pp | 302.95%-292.3pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,506 | $6,677-77.4% | $6,271-76.0% | $5,983-74.8% |
| Admin fee / account holder | $122 | $11,000-98.9% | $8,084-98.5% | $11,250-98.9% |