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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 | $211,105-80.5% | $178,449-77.0% | $145,978-71.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.96% | 30.19%-21.2pp | 27.09%-18.1pp | 550.52%-541.6pp |
| Employer contribution / active EE | $6,949 | $4,569+52.1% | $3,951+75.9% | $4,662+49.1% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,277-100.0% | $6,690-100.0% |
| Admin fee / account holder | $277 | $12,017-97.7% | $10,362-97.3% | $13,400-97.9% |