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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 | $94,394 | $106,923-11.7% | $84,023+12.3% | $152,909-38.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 10.12% | 105.02%-94.9pp | 71.32%-61.2pp | 345.46%-335.3pp |
| Employer contribution / active EE | $2,449 | $2,735-10.5% | $1,984+23.4% | $4,764-48.6% |
| Participant deferral / active EE | $893 | $4,013-77.8% | $3,239-72.4% | $5,851-84.7% |
| Admin fee / account holder | $2 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |