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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 | $29,464 | $81,870-64.0% | $119,634-75.4% | $68,490-57.0% |
| Participation rate | 94.6% | 71.9%+22.7pp | 79.3%+15.4pp | 67.9%+26.7pp |
| Annual return | -9.58% | -23.82%+14.2pp | -14.98%+5.4pp | -7.85%-1.7pp |
| Employer contribution / active EE | $2,679 | $2,692-0.5% | $4,232-36.7% | $2,597+3.2% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $236 | $6,583-96.4% | $10,329-97.7% | $5,403-95.6% |