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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 | $2,288 | $24,618-90.7% | $71,585-96.8% | $82,637-97.2% |
| Participation rate | 90.0% | 68.2%+21.8pp | 68.2%+21.8pp | 68.1%+21.9pp |
| Annual return | 21.44% | 93.17%-71.7pp | 59.26%-37.8pp | 53.51%-32.1pp |
| Employer contribution / active EE | $486 | $852-42.9% | $1,669-70.8% | $2,552-80.9% |
| Participant deferral / active EE | $589 | $1,720-65.8% | $2,923-79.9% | $4,126-85.7% |
| Admin fee / account holder | $92 | $3,285-97.2% | $4,712-98.1% | $7,339-98.7% |