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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 | $67,974 | $118,877-42.8% | $96,570-29.6% | $167,536-59.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 16.83% | 50.50%-33.7pp | 37.79%-21.0pp | 478.82%-462.0pp |
| Employer contribution / active EE | $708 | $3,121-77.3% | $2,357-70.0% | $4,839-85.4% |
| Participant deferral / active EE | $1,047 | $4,617-77.3% | $3,849-72.8% | $6,342-83.5% |
| Admin fee / account holder | $92 | $8,069-98.9% | $6,182-98.5% | $12,315-99.3% |