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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 | $22,732 | $114,013-80.1% | $103,693-78.1% | $155,188-85.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 15.33% | 49.31%-34.0pp | 47.61%-32.3pp | 148.84%-133.5pp |
| Employer contribution / active EE | $1,859 | $3,131-40.6% | $2,920-36.3% | $4,248-56.2% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $74 | $8,407-99.1% | $7,858-99.1% | $14,480-99.5% |