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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 | $22,736 | $49,255-53.8% | $70,494-67.7% | $79,856-71.5% |
| Participation rate | 78.5% | 69.2%+9.3pp | 75.1%+3.4pp | 69.6%+8.8pp |
| Annual return | 14.36% | 30.10%-15.7pp | 109.16%-94.8pp | 31.71%-17.4pp |
| Employer contribution / active EE | $614 | $2,100-70.8% | $2,738-77.6% | $2,471-75.2% |
| Participant deferral / active EE | $782 | $2,768-71.8% | $3,711-78.9% | $3,741-79.1% |
| Admin fee / account holder | $202 | $2,879-93.0% | $3,848-94.7% | $5,306-96.2% |