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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 | $15,258 | $81,331-81.2% | $155,534-90.2% | $80,935-81.1% |
| Participation rate | 95.5% | 66.3%+29.3pp | 78.2%+17.3pp | 67.7%+27.9pp |
| Annual return | 16.51% | 33.37%-16.9pp | 64.92%-48.4pp | 35.66%-19.2pp |
| Employer contribution / active EE | $2,430 | $3,105-21.7% | $4,675-48.0% | $2,757-11.8% |
| Participant deferral / active EE | $204 | $3,454-94.1% | $5,630-96.4% | $4,299-95.2% |
| Admin fee / account holder | $214 | $7,999-97.3% | $15,900-98.7% | $6,924-96.9% |