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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 | $43,177 | $85,094-49.3% | $76,327-43.4% | $145,884-70.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.2%+20.8pp | 80.3%+19.7pp |
| Annual return | 12.13% | 13.13%-1.0pp | 13.79%-1.7pp | 551.85%-539.7pp |
| Employer contribution / active EE | $3,122 | $5,261-40.7% | $4,584-31.9% | $4,662-33.0% |
| Participant deferral / active EE | $1,123 | $6,390-82.4% | $5,478-79.5% | $6,690-83.2% |
| Admin fee / account holder | $0 | $5,773-100.0% | $5,139-100.0% | $13,392-100.0% |