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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 | $130,357 | $167,415-22.1% | $140,514-7.2% | $198,609-34.4% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 6.06% | 13.85%-7.8pp | 14.36%-8.3pp | 202.70%-196.6pp |
| Employer contribution / active EE | $19,652 | $4,088+380.8% | $3,378+481.7% | $5,055+288.7% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $258 | $16,730-98.5% | $13,697-98.1% | $19,030-98.6% |