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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 | $47,370 | $124,425-61.9% | $112,040-57.7% | $137,256-65.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 11.20% | 24.72%-13.5pp | 24.52%-13.3pp | 220.34%-209.1pp |
| Employer contribution / active EE | $7,022 | $3,411+105.8% | $2,954+137.7% | $4,156+69.0% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $139 | $15,207-99.1% | $12,098-98.9% | $12,270-98.9% |