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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 | $41,303 | $181,896-77.3% | $156,551-73.6% | $273,972-84.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.68% | 30.74%-19.1pp | 32.23%-20.5pp | 41.46%-29.8pp |
| Employer contribution / active EE | $3,015 | $6,248-51.8% | $5,501-45.2% | $4,869-38.1% |
| Participant deferral / active EE | $908 | $5,550-83.6% | $4,871-81.4% | $5,287-82.8% |
| Admin fee / account holder | $10 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |