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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 | $54,959 | $106,247-48.3% | $96,515-43.1% | $139,466-60.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.12% | 38.47%-26.3pp | 35.73%-23.6pp | 373.66%-361.5pp |
| Employer contribution / active EE | $2,246 | $4,106-45.3% | $3,740-39.9% | $4,754-52.7% |
| Participant deferral / active EE | $576 | $5,456-89.4% | $4,880-88.2% | $6,712-91.4% |
| Admin fee / account holder | $243 | $7,885-96.9% | $6,735-96.4% | $11,409-97.9% |