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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 | $29,973 | $71,873-58.3% | $86,698-65.4% | $68,490-56.2% |
| Participation rate | 70.9% | 72.2%-1.3pp | 76.6%-5.7pp | 67.9%+3.0pp |
| Annual return | -15.41% | 3.54%-18.9pp | 35.96%-51.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $3,107 | $2,173+43.0% | $2,837+9.5% | $2,597+19.6% |
| Participant deferral / active EE | $1,270 | $3,779-66.4% | $4,656-72.7% | $4,028-68.5% |
| Admin fee / account holder | $283 | $6,110-95.4% | $7,492-96.2% | $5,403-94.8% |