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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 | $27,258 | $50,947-46.5% | $74,551-63.4% | $64,173-57.5% |
| Participation rate | 70.6% | 61.1%+9.5pp | 69.1%+1.4pp | 69.6%+1.0pp |
| Annual return | -6.19% | -1.85%-4.3pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $569 | $1,115-49.0% | $1,961-71.0% | $2,381-76.1% |
| Participant deferral / active EE | $1,000 | $2,302-56.5% | $3,108-67.8% | $3,470-71.2% |
| Admin fee / account holder | $150 | $4,221-96.4% | $5,059-97.0% | $4,887-96.9% |