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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 | $42,595 | $83,908-49.2% | $68,509-37.8% | $125,388-66.0% |
| Participation rate | 88.9% | 78.2%+10.7pp | 74.7%+14.2pp | 83.2%+5.7pp |
| Annual return | -0.49% | 14.48%-15.0pp | 8.27%-8.8pp | 282.24%-282.7pp |
| Employer contribution / active EE | $572 | $3,031-81.1% | $2,278-74.9% | $4,866-88.2% |
| Participant deferral / active EE | $1,096 | $4,125-73.4% | $3,382-67.6% | $5,352-79.5% |
| Admin fee / account holder | $231 | $8,982-97.4% | $5,275-95.6% | $9,541-97.6% |