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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 | $72,821 | $106,247-31.5% | $96,515-24.5% | $139,466-47.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.84% | 38.47%-18.6pp | 35.73%-15.9pp | 373.66%-353.8pp |
| Employer contribution / active EE | $828 | $4,106-79.8% | $3,740-77.9% | $4,754-82.6% |
| Participant deferral / active EE | $1,260 | $5,456-76.9% | $4,880-74.2% | $6,712-81.2% |
| Admin fee / account holder | $292 | $7,885-96.3% | $6,735-95.7% | $11,409-97.4% |