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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 | $67,783 | $59,834+13.3% | $79,576-14.8% | $68,495-1.0% |
| Participation rate | 73.3% | 61.1%+12.3pp | 69.5%+3.8pp | 67.9%+5.4pp |
| Annual return | -12.34% | -12.30%0pp | 0.15%-12.5pp | -7.84%-4.5pp |
| Employer contribution / active EE | $1,995 | $1,505+32.6% | $2,413-17.3% | $2,596-23.2% |
| Participant deferral / active EE | $190 | $3,024-93.7% | $3,985-95.2% | $4,028-95.3% |
| Admin fee / account holder | $25 | $4,835-99.5% | $6,834-99.6% | $5,403-99.5% |