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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 | $25,319 | $48,078-47.3% | $78,676-67.8% | $62,881-59.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.90% | 31.36%-24.5pp | 62.19%-55.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $2,216 | $2,015+10.0% | $2,850-22.2% | $2,281-2.8% |
| Participant deferral / active EE | $364 | $2,587-85.9% | $3,517-89.6% | $3,203-88.6% |
| Admin fee / account holder | $184 | $3,206-94.3% | $4,510-95.9% | $4,296-95.7% |