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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 | $33,874 | $76,407-55.7% | $150,298-77.5% | $82,448-58.9% |
| Participation rate | 85.7% | 66.4%+19.3pp | 77.8%+8.0pp | 68.1%+17.6pp |
| Annual return | 19.43% | 39.99%-20.6pp | 62.79%-43.4pp | 41.64%-22.2pp |
| Employer contribution / active EE | $1,018 | $2,614-61.1% | $4,154-75.5% | $2,551-60.1% |
| Participant deferral / active EE | $501 | $3,214-84.4% | $5,453-90.8% | $4,139-87.9% |
| Admin fee / account holder | $235 | $6,352-96.3% | $14,116-98.3% | $7,234-96.8% |