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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 | $85,077 | $100,901-15.7% | $75,501+12.7% | $147,586-42.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 11.98% | 35.78%-23.8pp | 27.35%-15.4pp | 578.59%-566.6pp |
| Employer contribution / active EE | $10,417 | $3,253+220.2% | $2,352+342.9% | $4,876+113.6% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $27 | $11,285-99.8% | $5,801-99.5% | $10,886-99.8% |