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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 | $42,708 | $110,303-61.3% | $95,759-55.4% | $139,487-69.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.42% | 27.19%-8.8pp | 28.42%-10.0pp | 373.84%-355.4pp |
| Employer contribution / active EE | $6,000 | $3,261+84.0% | $2,836+111.5% | $4,755+26.2% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,713-100.0% |
| Admin fee / account holder | $21 | $6,615-99.7% | $5,678-99.6% | $11,407-99.8% |