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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 | $52,718 | $161,352-67.3% | $134,172-60.7% | $137,256-61.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 18.43% | 28.72%-10.3pp | 25.30%-6.9pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,504 | $4,099-63.3% | $3,420-56.0% | $4,156-63.8% |
| Participant deferral / active EE | $1,039 | $5,552-81.3% | $4,690-77.9% | $6,407-83.8% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |