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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 | $19,028 | $90,486-79.0% | $78,676-75.8% | $273,972-93.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.99% | 75.62%-69.6pp | 62.19%-56.2pp | 41.46%-35.5pp |
| Employer contribution / active EE | $3,935 | $3,175+23.9% | $2,850+38.1% | $4,869-19.2% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $159 | $5,263-97.0% | $4,510-96.5% | $10,133-98.4% |