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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 | $34,930 | $149,679-76.7% | $117,039-70.2% | $147,586-76.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 12.68% | 19.31%-6.6pp | 18.95%-6.3pp | 578.59%-565.9pp |
| Employer contribution / active EE | $6,391 | $4,937+29.5% | $3,785+68.9% | $4,876+31.1% |
| Participant deferral / active EE | $1,235 | $4,912-74.8% | $3,929-68.6% | $5,439-77.3% |
| Admin fee / account holder | $255 | $7,856-96.8% | $5,974-95.7% | $10,886-97.7% |