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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 | $19,340 | $52,580-63.2% | $71,671-73.0% | $70,126-72.4% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 13.58% | 20.25%-6.7pp | 20.65%-7.1pp | 73.15%-59.6pp |
| Employer contribution / active EE | $1,111 | $1,616-31.2% | $2,460-54.8% | $2,343-52.6% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $134 | $3,653-96.3% | $5,558-97.6% | $4,645-97.1% |