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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 | $39,143 | $167,483-76.6% | $115,752-66.2% | $147,586-73.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 14.79% | 12.11%+2.7pp | 19.41%-4.6pp | 578.59%-563.8pp |
| Employer contribution / active EE | $3,663 | $4,960-26.1% | $3,492+4.9% | $4,876-24.9% |
| Participant deferral / active EE | $2,048 | $7,037-70.9% | $5,204-60.6% | $5,439-62.3% |
| Admin fee / account holder | $182 | $13,069-98.6% | $6,278-97.1% | $10,886-98.3% |