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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 | $39,782 | $104,251-61.8% | $91,004-56.3% | $147,586-73.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 13.55% | 27.06%-13.5pp | 4.60%+9.0pp | 578.59%-565.0pp |
| Employer contribution / active EE | $5,000 | $3,116+60.5% | $2,456+103.6% | $4,876+2.5% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $17 | $8,948-99.8% | $5,417-99.7% | $10,886-99.8% |