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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 | $32,347 | $126,661-74.5% | $113,397-71.5% | $138,895-76.7% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.5%+3.5pp | 79.9%+0.1pp |
| Annual return | 18.31% | 25.05%-6.7pp | 23.20%-4.9pp | 145.39%-127.1pp |
| Employer contribution / active EE | $1,094 | $3,456-68.3% | $2,977-63.3% | $4,194-73.9% |
| Participant deferral / active EE | $1,730 | $5,693-69.6% | $5,076-65.9% | $6,396-72.9% |
| Admin fee / account holder | $126 | $14,549-99.1% | $11,957-98.9% | $12,562-99.0% |