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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 | $39,964 | $167,504-76.1% | $151,628-73.6% | $134,509-70.3% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -20.93% | 7.81%-28.7pp | 3.34%-24.3pp | 418.13%-439.1pp |
| Employer contribution / active EE | $2,470 | $6,828-63.8% | $6,165-59.9% | $4,741-47.9% |
| Participant deferral / active EE | $2,470 | $8,985-72.5% | $8,363-70.5% | $6,400-61.4% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |