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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 | $14,567 | $54,757-73.4% | $90,300-83.9% | $72,983-80.0% |
| Participation rate | 72.5% | 65.1%+7.4pp | 73.3%-0.7pp | 69.5%+3.1pp |
| Annual return | 21.98% | 30.63%-8.6pp | 78.11%-56.1pp | 81.01%-59.0pp |
| Employer contribution / active EE | $784 | $2,092-62.5% | $2,854-72.5% | $2,440-67.9% |
| Participant deferral / active EE | $384 | $2,887-86.7% | $3,884-90.1% | $3,608-89.4% |
| Admin fee / account holder | $242 | $3,972-93.9% | $5,353-95.5% | $5,124-95.3% |