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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 | $30,560 | $65,712-53.5% | $57,196-46.6% | $273,972-88.8% |
| Participation rate | 88.9% | 78.3%+10.6pp | 75.3%+13.6pp | 83.0%+5.9pp |
| Annual return | 3.78% | 22.01%-18.2pp | 14.59%-10.8pp | 41.46%-37.7pp |
| Employer contribution / active EE | $1,685 | $3,280-48.6% | $2,683-37.2% | $4,869-65.4% |
| Participant deferral / active EE | $421 | $3,782-88.9% | $3,096-86.4% | $5,287-92.0% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |