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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 | $52,492 | $65,712-20.1% | $57,196-8.2% | $273,972-80.8% |
| Participation rate | 88.2% | 78.3%+9.9pp | 75.3%+12.9pp | 83.0%+5.2pp |
| Annual return | 8.14% | 22.01%-13.9pp | 14.59%-6.5pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,176 | $3,280-64.1% | $2,683-56.1% | $4,869-75.8% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $201 | $4,838-95.8% | $3,141-93.6% | $10,133-98.0% |