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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 | $14,033 | $73,848-81.0% | $143,799-90.2% | $68,486-79.5% |
| Participation rate | 74.2% | 66.7%+7.5pp | 80.3%-6.1pp | 67.9%+6.3pp |
| Annual return | -3.28% | 0.91%-4.2pp | -0.04%-3.2pp | -7.85%+4.6pp |
| Employer contribution / active EE | $910 | $3,184-71.4% | $4,952-81.6% | $2,597-65.0% |
| Participant deferral / active EE | $647 | $3,385-80.9% | $5,638-88.5% | $4,028-83.9% |
| Admin fee / account holder | $271 | $5,755-95.3% | $14,677-98.2% | $5,404-95.0% |