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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 | $27,158 | $64,307-57.8% | $57,347-52.6% | $125,393-78.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -1.70% | 25.14%-26.8pp | 24.40%-26.1pp | 282.23%-283.9pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $430 | $3,847-88.8% | $3,162-86.4% | $5,351-92.0% |
| Admin fee / account holder | $184 | $5,242-96.5% | $3,356-94.5% | $9,541-98.1% |