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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 | $41,091 | $211,239-80.5% | $178,528-77.0% | $145,877-71.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.96% | 30.22%-21.3pp | 27.11%-18.2pp | 551.28%-542.3pp |
| Employer contribution / active EE | $6,949 | $4,570+52.1% | $3,950+75.9% | $4,663+49.0% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $277 | $12,095-97.7% | $10,419-97.3% | $13,402-97.9% |