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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 | $57,516 | $99,345-42.1% | $84,753-32.1% | $273,972-79.0% |
| Participation rate | 81.8% | 80.7%+1.1pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 6.00% | 22.93%-16.9pp | 22.78%-16.8pp | 41.46%-35.5pp |
| Employer contribution / active EE | $2,028 | $4,214-51.9% | $3,574-43.3% | $4,869-58.3% |
| Participant deferral / active EE | $992 | $4,270-76.8% | $3,712-73.3% | $5,287-81.2% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |