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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 | $94,290 | $153,769-38.7% | $133,975-29.6% | $273,972-65.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.32% | 36.51%-33.2pp | 29.29%-26.0pp | 41.46%-38.1pp |
| Employer contribution / active EE | $2,103 | $6,029-65.1% | $5,211-59.6% | $4,869-56.8% |
| Participant deferral / active EE | $421 | $6,958-93.9% | $6,282-93.3% | $5,287-92.0% |
| Admin fee / account holder | $47 | $11,765-99.6% | $9,324-99.5% | $10,133-99.5% |