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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 | $19,627 | $75,935-74.2% | $60,547-67.6% | $125,389-84.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -0.60% | -5.38%+4.8pp | 335.64%-336.2pp | 282.24%-282.8pp |
| Employer contribution / active EE | $4,359 | $3,438+26.8% | $2,419+80.2% | $4,866-10.4% |
| Participant deferral / active EE | $694 | $4,506-84.6% | $3,328-79.1% | $5,352-87.0% |
| Admin fee / account holder | $11 | $6,768-99.8% | $4,536-99.8% | $9,541-99.9% |