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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 | $13,377 | $127,296-89.5% | $109,907-87.8% | $167,536-92.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 7.95% | 22.97%-15.0pp | 29.46%-21.5pp | 478.82%-470.9pp |
| Employer contribution / active EE | $5,364 | $3,325+61.3% | $2,844+88.6% | $4,839+10.8% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,342-100.0% |
| Admin fee / account holder | $62 | $7,119-99.1% | $6,069-99.0% | $12,315-99.5% |