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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 | $29,641 | $209,336-85.8% | $197,124-85.0% | $137,256-78.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.54% | 48.09%-25.6pp | 44.34%-21.8pp | 220.34%-197.8pp |
| Employer contribution / active EE | $2,090 | $6,591-68.3% | $6,227-66.4% | $4,156-49.7% |
| Participant deferral / active EE | $2,090 | $9,614-78.3% | $9,135-77.1% | $6,407-67.4% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |