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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 | $68,525 | $113,941-39.9% | $94,229-27.3% | $125,389-45.4% |
| Participation rate | 76.9% | 82.9%-6.0pp | 78.8%-1.8pp | 83.2%-6.3pp |
| Annual return | 0.25% | 5.29%-5.0pp | 10.68%-10.4pp | 282.24%-282.0pp |
| Employer contribution / active EE | $1,033 | $4,727-78.1% | $3,587-71.2% | $4,866-78.8% |
| Participant deferral / active EE | $1,467 | $5,179-71.7% | $4,320-66.0% | $5,352-72.6% |
| Admin fee / account holder | $11 | $8,392-99.9% | $6,269-99.8% | $9,541-99.9% |