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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 | $35,988 | $106,267-66.1% | $96,520-62.7% | $139,456-74.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.47% | 38.45%-18.0pp | 35.72%-15.2pp | 373.45%-353.0pp |
| Employer contribution / active EE | $11,983 | $4,105+191.9% | $3,739+220.5% | $4,753+152.1% |
| Participant deferral / active EE | $983 | $5,454-82.0% | $4,879-79.9% | $6,711-85.4% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |