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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 | $27,255 | $81,504-66.6% | $102,437-73.4% | $80,959-66.3% |
| Participation rate | 85.3% | 66.9%+18.4pp | 74.5%+10.8pp | 67.7%+17.6pp |
| Annual return | 14.34% | 25.60%-11.3pp | 24.95%-10.6pp | 35.67%-21.3pp |
| Employer contribution / active EE | $1,086 | $3,104-65.0% | $3,871-72.0% | $2,757-60.6% |
| Participant deferral / active EE | $1,530 | $3,871-60.5% | $5,060-69.8% | $4,300-64.4% |
| Admin fee / account holder | $205 | $6,719-97.0% | $8,388-97.6% | $6,925-97.0% |