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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 | $21,103 | $59,804-64.7% | $81,982-74.3% | $79,856-73.6% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 13.31% | 17.56%-4.2pp | 41.31%-28.0pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,111 | $1,713-35.2% | $2,498-55.5% | $2,471-55.0% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,741-100.0% |
| Admin fee / account holder | $134 | $4,288-96.9% | $5,665-97.6% | $5,306-97.5% |