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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 | $96,323 | $72,177+33.5% | $115,038-16.3% | $59,633+61.5% |
| Participation rate | 88.0% | 72.6%+15.4pp | 81.4%+6.6pp | 68.7%+19.3pp |
| Annual return | -0.39% | 12.02%-12.4pp | 26.14%-26.5pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $905 | $2,841-68.2% | $4,608-80.4% | $2,203-58.9% |
| Participant deferral / active EE | $286 | $4,783-94.0% | $6,026-95.3% | $3,192-91.0% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |