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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 | $16,773 | $56,339-70.2% | $104,299-83.9% | $68,490-75.5% |
| Participation rate | 96.7% | 63.3%+33.5pp | 73.3%+23.4pp | 67.9%+28.8pp |
| Annual return | -11.53% | -9.19%-2.3pp | 24.62%-36.2pp | -7.85%-3.7pp |
| Employer contribution / active EE | $1,162 | $1,960-40.7% | $3,373-65.6% | $2,597-55.3% |
| Participant deferral / active EE | $566 | $3,077-81.6% | $4,626-87.8% | $4,028-86.0% |
| Admin fee / account holder | $68 | $4,902-98.6% | $7,339-99.1% | $5,403-98.7% |