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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 | $89,111 | $167,362-46.8% | $143,799-38.0% | $134,532-33.8% |
| Participation rate | 88.2% | 84.8%+3.4pp | 80.3%+7.9pp | 81.2%+7.0pp |
| Annual return | -2.23% | 0.47%-2.7pp | -0.04%-2.2pp | 418.27%-420.5pp |
| Employer contribution / active EE | $2,681 | $5,620-52.3% | $4,952-45.9% | $4,741-43.4% |
| Participant deferral / active EE | $1,739 | $6,447-73.0% | $5,638-69.2% | $6,401-72.8% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |