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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 | $25,734 | $42,909-40.0% | $60,906-57.7% | $68,486-62.4% |
| Participation rate | 92.5% | 66.8%+25.7pp | 73.1%+19.4pp | 67.9%+24.6pp |
| Annual return | -17.29% | -13.99%-3.3pp | 16.94%-34.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $3,416 | $1,979+72.6% | $2,703+26.4% | $2,597+31.5% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $105 | $3,104-96.6% | $3,227-96.7% | $5,404-98.1% |