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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 | $11,223 | $88,996-87.4% | $78,004-85.6% | $138,895-91.9% |
| Participation rate | 81.0% | 74.4%+6.6pp | 69.4%+11.5pp | 79.9%+1.0pp |
| Annual return | 0.00% | 28.03%-28.0pp | 31.07%-31.1pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,027 | $4,724-78.3% | $4,092-74.9% | $6,396-84.0% |
| Admin fee / account holder | $13 | $8,807-99.9% | $7,578-99.8% | $12,562-99.9% |