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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 | $7,886 | $45,872-82.8% | $77,100-89.8% | $68,490-88.5% |
| Participation rate | 73.1% | 55.9%+17.2pp | 67.9%+5.2pp | 67.9%+5.2pp |
| Annual return | 7.01% | 1.73%+5.3pp | 42.35%-35.3pp | -7.85%+14.9pp |
| Employer contribution / active EE | $445 | $1,650-73.0% | $2,815-84.2% | $2,597-82.9% |
| Participant deferral / active EE | $715 | $2,963-75.9% | $4,430-83.8% | $4,028-82.2% |
| Admin fee / account holder | $16 | $3,041-99.5% | $5,443-99.7% | $5,403-99.7% |