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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 | $50,383 | $106,267-52.6% | $96,520-47.8% | $139,456-63.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.11% | 38.45%-22.3pp | 35.72%-19.6pp | 373.45%-357.3pp |
| Employer contribution / active EE | $7,500 | $4,105+82.7% | $3,739+100.6% | $4,753+57.8% |
| Participant deferral / active EE | $1,159 | $5,454-78.7% | $4,879-76.2% | $6,711-82.7% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |