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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 | $143,028 | $94,439+51.4% | $73,658+94.2% | $154,746-7.6% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 7.31% | 28.25%-20.9pp | 29.72%-22.4pp | 172.34%-165.0pp |
| Employer contribution / active EE | $1,943 | $1,257+54.6% | $1,032+88.3% | $4,379-55.6% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $2,062-100.0% | $6,730-100.0% |
| Admin fee / account holder | $208 | $3,843-94.6% | $3,357-93.8% | $14,365-98.5% |