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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 | $17,057 | $90,486-81.1% | $78,676-78.3% | $273,972-93.8% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 6.17% | 75.62%-69.5pp | 62.19%-56.0pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,905 | $3,175-40.0% | $2,850-33.2% | $4,869-60.9% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $253 | $5,263-95.2% | $4,510-94.4% | $10,133-97.5% |