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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 | $84,319 | $69,977+20.5% | $108,582-22.3% | $62,881+34.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 17.11% | 10.73%+6.4pp | -51.70%+68.8pp | 20.14%-3.0pp |
| Employer contribution / active EE | $8,898 | $2,135+316.8% | $3,758+136.8% | $2,281+290.1% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $85 | $5,076-98.3% | $7,645-98.9% | $4,296-98.0% |