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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 | $22,897 | $114,199-79.9% | $119,237-80.8% | $167,553-86.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 12.33% | 29.88%-17.5pp | 30.70%-18.4pp | 478.89%-466.6pp |
| Employer contribution / active EE | $1,482 | $4,480-66.9% | $4,383-66.2% | $4,840-69.4% |
| Participant deferral / active EE | $2,026 | $6,086-66.7% | $6,112-66.9% | $6,343-68.1% |
| Admin fee / account holder | $208 | $8,939-97.7% | $7,229-97.1% | $12,316-98.3% |