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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 | $15,533 | $51,638-69.9% | $129,406-88.0% | $80,959-80.8% |
| Participation rate | 79.4% | 56.9%+22.4pp | 69.6%+9.7pp | 67.7%+11.7pp |
| Annual return | 13.59% | 20.78%-7.2pp | 9468.18%-9454.6pp | 35.67%-22.1pp |
| Employer contribution / active EE | $5,397 | $1,584+240.8% | $4,155+29.9% | $2,757+95.7% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,300-100.0% |
| Admin fee / account holder | $165 | $4,313-96.2% | $7,689-97.9% | $6,925-97.6% |