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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 | $22,964 | $56,894-59.6% | $84,753-72.9% | $62,881-63.5% |
| Participation rate | 78.5% | 68.5%+9.9pp | 76.6%+1.9pp | 69.3%+9.2pp |
| Annual return | 4.49% | 6.30%-1.8pp | 22.78%-18.3pp | 20.14%-15.6pp |
| Employer contribution / active EE | $3,108 | $2,400+29.5% | $3,574-13.0% | $2,281+36.3% |
| Participant deferral / active EE | $602 | $2,709-77.8% | $3,712-83.8% | $3,203-81.2% |
| Admin fee / account holder | $194 | $3,581-94.6% | $5,333-96.4% | $4,296-95.5% |