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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 | $27,396 | $105,623-74.1% | $87,502-68.7% | $273,972-90.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 8.89% | 12.26%-3.4pp | 12.21%-3.3pp | 41.46%-32.6pp |
| Employer contribution / active EE | $2,374 | $3,141-24.4% | $2,550-6.9% | $4,869-51.2% |
| Participant deferral / active EE | $100 | $3,601-97.2% | $3,149-96.8% | $5,287-98.1% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |