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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 | $52,268 | $72,273-27.7% | $101,275-48.4% | $79,856-34.5% |
| Participation rate | 96.4% | 68.5%+28.0pp | 75.8%+20.6pp | 69.6%+26.8pp |
| Annual return | 14.34% | 22.30%-8.0pp | 46.48%-32.1pp | 31.71%-17.4pp |
| Employer contribution / active EE | $5,664 | $2,691+110.5% | $3,660+54.8% | $2,471+129.2% |
| Participant deferral / active EE | $480 | $3,282-85.4% | $4,371-89.0% | $3,741-87.2% |
| Admin fee / account holder | $239 | $4,401-94.6% | $5,948-96.0% | $5,306-95.5% |