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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 | $36,643 | $88,707-58.7% | $74,184-50.6% | $273,972-86.6% |
| Participation rate | 86.7% | 79.4%+7.2pp | 76.6%+10.0pp | 83.0%+3.7pp |
| Annual return | 5.23% | 11.94%-6.7pp | 17.74%-12.5pp | 41.46%-36.2pp |
| Employer contribution / active EE | $1,378 | $3,159-56.4% | $2,370-41.9% | $4,869-71.7% |
| Participant deferral / active EE | $448 | $4,212-89.4% | $3,550-87.4% | $5,287-91.5% |
| Admin fee / account holder | $25 | $8,717-99.7% | $5,586-99.6% | $10,133-99.8% |