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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 | $18,528 | $55,684-66.7% | $75,900-75.6% | $72,976-74.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 17.20% | 27.60%-10.4pp | 30.73%-13.5pp | 81.02%-63.8pp |
| Employer contribution / active EE | $1,000 | $1,687-40.7% | $2,501-60.0% | $2,440-59.0% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,604-100.0% | $3,608-100.0% |
| Admin fee / account holder | $13 | $3,981-99.7% | $5,421-99.8% | $5,124-99.8% |