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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 | $65,420 | $48,011+36.3% | $63,803+2.5% | $82,637-20.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 14.40% | 19.84%-5.4pp | 543.72%-529.3pp | 53.51%-39.1pp |
| Employer contribution / active EE | $2,070 | $1,904+8.7% | $2,532-18.3% | $2,552-18.9% |
| Participant deferral / active EE | $134 | $2,846-95.3% | $3,843-96.5% | $4,126-96.7% |
| Admin fee / account holder | $259 | $3,873-93.3% | $5,196-95.0% | $7,339-96.5% |