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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 | $30,822 | $91,198-66.2% | $178,503-82.7% | $79,856-61.4% |
| Participation rate | 80.8% | 69.2%+11.6pp | 81.9%-1.2pp | 69.6%+11.1pp |
| Annual return | 19.18% | 24.20%-5.0pp | 151.12%-131.9pp | 31.71%-12.5pp |
| Employer contribution / active EE | $769 | $3,257-76.4% | $5,011-84.6% | $2,471-68.9% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $11 | $6,748-99.8% | $13,987-99.9% | $5,306-99.8% |