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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 | $38,383 | $70,418-45.5% | $96,570-60.3% | $85,847-55.3% |
| Participation rate | 70.0% | 61.8%+8.2pp | 69.8%+0.2pp | 69.3%+0.7pp |
| Annual return | 15.63% | 18.59%-3.0pp | 37.79%-22.2pp | 318.61%-303.0pp |
| Employer contribution / active EE | $4,851 | $1,413+243.2% | $2,357+105.8% | $2,565+89.1% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $107 | $4,995-97.9% | $6,182-98.3% | $6,261-98.3% |