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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 | $27,068 | $99,345-72.8% | $84,753-68.1% | $273,972-90.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.81% | 22.93%-20.1pp | 22.78%-20.0pp | 41.46%-38.6pp |
| Employer contribution / active EE | $7,154 | $4,214+69.8% | $3,574+100.1% | $4,869+46.9% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $15 | $6,645-99.8% | $5,333-99.7% | $10,133-99.9% |