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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 | $27,730 | $136,860-79.7% | $120,344-77.0% | $154,746-82.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 19.31% | 21.38%-2.1pp | 20.30%-1.0pp | 172.34%-153.0pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $990 | $5,793-82.9% | $5,135-80.7% | $6,730-85.3% |
| Admin fee / account holder | $112 | $15,393-99.3% | $12,742-99.1% | $14,365-99.2% |