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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 | $68,954 | $97,020-28.9% | $83,327-17.2% | $135,380-49.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 2.69% | 12.31%-9.6pp | 10.64%-7.9pp | 519.81%-517.1pp |
| Employer contribution / active EE | $11,458 | $4,144+176.5% | $3,379+239.1% | $4,779+139.8% |
| Participant deferral / active EE | $366 | $5,964-93.9% | $5,565-93.4% | $5,609-93.5% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |