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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 | $41,034 | $77,707-47.2% | $70,160-41.5% | $139,487-70.6% |
| Participation rate | 100.0% | 83.1%+16.9pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.30% | 19.30%-3.0pp | 19.08%-2.8pp | 373.84%-357.5pp |
| Employer contribution / active EE | $3,058 | $4,986-38.7% | $4,285-28.6% | $4,755-35.7% |
| Participant deferral / active EE | $1,028 | $6,443-84.0% | $5,394-80.9% | $6,713-84.7% |
| Admin fee / account holder | $273 | $5,397-94.9% | $4,582-94.0% | $11,407-97.6% |