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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 | $29,147 | $81,358-64.2% | $155,556-81.3% | $80,959-64.0% |
| Participation rate | 78.0% | 66.3%+11.8pp | 78.2%-0.2pp | 67.7%+10.4pp |
| Annual return | 15.78% | 33.39%-17.6pp | 64.84%-49.1pp | 35.67%-19.9pp |
| Employer contribution / active EE | $915 | $3,106-70.5% | $4,675-80.4% | $2,757-66.8% |
| Participant deferral / active EE | $553 | $3,455-84.0% | $5,631-90.2% | $4,300-87.1% |
| Admin fee / account holder | $185 | $7,994-97.7% | $15,885-98.8% | $6,925-97.3% |