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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 | $86,307 | $101,798-15.2% | $165,071-47.7% | $80,935+6.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 35.83% | 16.73%+19.1pp | 70.17%-34.3pp | 35.66%+0.2pp |
| Employer contribution / active EE | $9,058 | $2,954+206.6% | $4,347+108.4% | $2,757+228.6% |
| Participant deferral / active EE | $196 | $4,476-95.6% | $6,035-96.8% | $4,299-95.4% |
| Admin fee / account holder | $188 | $8,221-97.7% | $12,695-98.5% | $6,924-97.3% |