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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 | $31,888 | $49,177-35.2% | $79,466-59.9% | $64,173-50.3% |
| Participation rate | 96.0% | 65.0%+31.0pp | 73.3%+22.7pp | 69.6%+26.4pp |
| Annual return | 9.09% | -1.16%+10.2pp | 718.28%-709.2pp | 7.63%+1.5pp |
| Employer contribution / active EE | $4,855 | $2,076+133.8% | $2,800+73.4% | $2,381+103.9% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $124 | $3,839-96.8% | $5,104-97.6% | $4,887-97.5% |