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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 | $36,279 | $65,704-44.8% | $94,229-61.5% | $59,633-39.2% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 0.91% | 5.22%-4.3pp | 10.68%-9.8pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $968 | $2,021-52.1% | $3,587-73.0% | $2,203-56.1% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $57 | $4,265-98.7% | $6,269-99.1% | $4,297-98.7% |