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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 | $18,738 | $51,638-63.7% | $68,368-72.6% | $82,448-77.3% |
| Participation rate | 75.8% | 63.6%+12.1pp | 73.8%+2.0pp | 68.1%+7.7pp |
| Annual return | 15.36% | 37.53%-22.2pp | 292.57%-277.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $693 | $2,047-66.1% | $2,649-73.8% | $2,551-72.8% |
| Participant deferral / active EE | $419 | $2,914-85.6% | $4,123-89.8% | $4,139-89.9% |
| Admin fee / account holder | $117 | $4,643-97.5% | $5,150-97.7% | $7,234-98.4% |