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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 | $20,600 | $39,132-47.4% | $57,196-64.0% | $62,881-67.2% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.92% | 9.24%-2.3pp | 14.59%-7.7pp | 20.14%-13.2pp |
| Employer contribution / active EE | $779 | $1,874-58.4% | $2,683-71.0% | $2,281-65.8% |
| Participant deferral / active EE | $569 | $2,374-76.0% | $3,096-81.6% | $3,203-82.2% |
| Admin fee / account holder | $181 | $2,594-93.0% | $3,141-94.3% | $4,296-95.8% |