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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 | $49,810 | $63,355-21.4% | $91,994-45.9% | $72,983-31.8% |
| Participation rate | 77.5% | 72.5%+4.9pp | 78.6%-1.2pp | 69.5%+8.0pp |
| Annual return | 21.42% | 35.35%-13.9pp | 69.03%-47.6pp | 81.01%-59.6pp |
| Employer contribution / active EE | $378 | $2,116-82.1% | $3,452-89.1% | $2,440-84.5% |
| Participant deferral / active EE | $1,979 | $4,883-59.5% | $5,923-66.6% | $3,608-45.1% |
| Admin fee / account holder | $101 | $4,668-97.8% | $7,743-98.7% | $5,124-98.0% |