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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 | $81,119 | $115,903-30.0% | $100,528-19.3% | $158,966-49.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 17.18% | 34.80%-17.6pp | 30.90%-13.7pp | 302.95%-285.8pp |
| Employer contribution / active EE | $39,098 | $4,105+852.4% | $3,419+1043.7% | $4,762+721.0% |
| Participant deferral / active EE | $1,267 | $6,677-81.0% | $6,271-79.8% | $5,983-78.8% |
| Admin fee / account holder | $105 | $11,000-99.0% | $8,084-98.7% | $11,250-99.1% |