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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 | $23,493 | $78,520-70.1% | $96,576-75.7% | $82,448-71.5% |
| Participation rate | 94.3% | 77.7%+16.6pp | 81.4%+12.8pp | 68.1%+26.2pp |
| Annual return | 20.06% | 41.30%-21.2pp | 38.47%-18.4pp | 41.64%-21.6pp |
| Employer contribution / active EE | $2,506 | $2,630-4.7% | $3,553-29.5% | $2,551-1.8% |
| Participant deferral / active EE | $2,420 | $6,754-64.2% | $7,956-69.6% | $4,139-41.5% |
| Admin fee / account holder | $190 | $13,455-98.6% | $11,381-98.3% | $7,234-97.4% |