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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 | $51,309 | $77,472-33.8% | $100,415-48.9% | $80,959-36.6% |
| Participation rate | 70.0% | 76.9%-6.9pp | 81.5%-11.5pp | 67.7%+2.3pp |
| Annual return | 14.95% | 37.26%-22.3pp | 49.47%-34.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $461 | $2,800-83.5% | $3,943-88.3% | $2,757-83.3% |
| Participant deferral / active EE | $2,426 | $6,818-64.4% | $8,091-70.0% | $4,300-43.6% |
| Admin fee / account holder | $43 | $5,885-99.3% | $7,906-99.5% | $6,925-99.4% |