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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 | $45,073 | $113,941-60.4% | $94,229-52.2% | $125,389-64.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.83% | 5.29%-6.1pp | 10.68%-11.5pp | 282.24%-283.1pp |
| Employer contribution / active EE | $2,423 | $4,727-48.8% | $3,587-32.5% | $4,866-50.2% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $71 | $8,392-99.1% | $6,269-98.9% | $9,541-99.3% |