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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 | $39,625 | $201,370-80.3% | $184,256-78.5% | $145,897-72.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.17% | 29.05%-9.9pp | 28.85%-9.7pp | 552.29%-533.1pp |
| Employer contribution / active EE | $2,864 | $7,024-59.2% | $6,427-55.4% | $4,663-38.6% |
| Participant deferral / active EE | $2,869 | $9,808-70.8% | $9,133-68.6% | $6,689-57.1% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |