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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 | $60,693 | $149,778-59.5% | $118,946-49.0% | $158,966-61.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 15.38% | 19.95%-4.6pp | 35.89%-20.5pp | 302.95%-287.6pp |
| Employer contribution / active EE | $5,068 | $4,117+23.1% | $3,263+55.3% | $4,762+6.4% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $81 | $8,604-99.1% | $6,581-98.8% | $11,250-99.3% |