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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 | $44,576 | $95,404-53.3% | $113,397-60.7% | $82,637-46.1% |
| Participation rate | 97.0% | 72.8%+24.2pp | 76.5%+20.5pp | 68.1%+28.9pp |
| Annual return | 15.39% | 19.08%-3.7pp | 23.20%-7.8pp | 53.51%-38.1pp |
| Employer contribution / active EE | $2,281 | $2,307-1.1% | $2,977-23.4% | $2,552-10.6% |
| Participant deferral / active EE | $976 | $4,220-76.9% | $5,076-80.8% | $4,126-76.4% |
| Admin fee / account holder | $82 | $9,168-99.1% | $11,957-99.3% | $7,339-98.9% |