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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 | $33,394 | $113,338-70.5% | $94,993-64.8% | $147,586-77.4% |
| Participation rate | 75.0% | 78.0%-3.0pp | 73.9%+1.1pp | 82.8%-7.8pp |
| Annual return | 11.84% | 20.80%-9.0pp | 27.14%-15.3pp | 578.59%-566.8pp |
| Employer contribution / active EE | $1,986 | $3,160-37.2% | $2,603-23.7% | $4,876-59.3% |
| Participant deferral / active EE | $81 | $3,777-97.8% | $3,317-97.6% | $5,439-98.5% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |