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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 | $62,271 | $93,598-33.5% | $135,974-54.2% | $75,173-17.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 25.69% | 30.89%-5.2pp | 68.30%-42.6pp | 160.72%-135.0pp |
| Employer contribution / active EE | $2,083 | $3,538-41.1% | $4,859-57.1% | $2,671-22.0% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $93 | $6,978-98.7% | $10,767-99.1% | $5,651-98.4% |