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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 | $67,255 | $93,346-28.0% | $71,796-6.3% | $273,972-75.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.89% | 130.39%-122.5pp | 78.04%-70.1pp | 41.46%-33.6pp |
| Employer contribution / active EE | $2,438 | $2,733-10.8% | $1,924+26.7% | $4,869-49.9% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $160 | $6,571-97.6% | $4,815-96.7% | $10,133-98.4% |