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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 | $30,035 | $88,707-66.1% | $74,184-59.5% | $273,972-89.0% |
| Participation rate | 90.9% | 79.4%+11.5pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 7.90% | 11.94%-4.0pp | 17.74%-9.8pp | 41.46%-33.6pp |
| Employer contribution / active EE | $890 | $3,159-71.8% | $2,370-62.4% | $4,869-81.7% |
| Participant deferral / active EE | $1,038 | $4,212-75.4% | $3,550-70.8% | $5,287-80.4% |
| Admin fee / account holder | $189 | $8,717-97.8% | $5,586-96.6% | $10,133-98.1% |