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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 | $13,736 | $64,307-78.6% | $57,349-76.0% | $125,388-89.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -2.57% | 25.14%-27.7pp | 24.40%-27.0pp | 282.24%-284.8pp |
| Employer contribution / active EE | $3,135 | $3,193-1.8% | $2,689+16.6% | $4,866-35.6% |
| Participant deferral / active EE | $0 | $3,847-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $60 | $5,242-98.8% | $3,356-98.2% | $9,541-99.4% |