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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 | $61,480 | $141,004-56.4% | $112,273-45.2% | $139,466-55.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.48% | 32.75%-16.3pp | 30.23%-13.7pp | 373.66%-357.2pp |
| Employer contribution / active EE | $5,642 | $4,285+31.7% | $3,431+64.4% | $4,754+18.7% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,712-100.0% |
| Admin fee / account holder | $19 | $9,959-99.8% | $7,752-99.8% | $11,409-99.8% |