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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 | $28,682 | $81,331-64.7% | $155,534-81.6% | $80,935-64.6% |
| Participation rate | 96.6% | 66.3%+30.3pp | 78.2%+18.3pp | 67.7%+28.9pp |
| Annual return | 14.20% | 33.37%-19.2pp | 64.92%-50.7pp | 35.66%-21.5pp |
| Employer contribution / active EE | $3,063 | $3,105-1.4% | $4,675-34.5% | $2,757+11.1% |
| Participant deferral / active EE | $172 | $3,454-95.0% | $5,630-96.9% | $4,299-96.0% |
| Admin fee / account holder | $153 | $7,999-98.1% | $15,900-99.0% | $6,924-97.8% |