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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 | $17,068 | $115,917-85.3% | $100,535-83.0% | $158,982-89.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 16.52% | 34.80%-18.3pp | 30.90%-14.4pp | 302.99%-286.5pp |
| Employer contribution / active EE | $3,993 | $4,105-2.7% | $3,419+16.8% | $4,763-16.2% |
| Participant deferral / active EE | $1,799 | $6,677-73.1% | $6,271-71.3% | $5,983-69.9% |
| Admin fee / account holder | $43 | $11,002-99.6% | $8,085-99.5% | $11,252-99.6% |