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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 | $55,662 | $91,559-39.2% | $133,959-58.4% | $79,858-30.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.15% | 61.85%-47.7pp | 45.09%-30.9pp | 31.72%-17.6pp |
| Employer contribution / active EE | $1,447 | $2,384-39.3% | $3,919-63.1% | $2,471-41.4% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $233 | $6,321-96.3% | $8,928-97.4% | $5,306-95.6% |