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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 | $34,966 | $124,425-71.9% | $112,040-68.8% | $137,256-74.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.10% | 24.72%-10.6pp | 24.52%-10.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,084 | $3,411-68.2% | $2,954-63.3% | $4,156-73.9% |
| Participant deferral / active EE | $1,341 | $5,718-76.5% | $5,098-73.7% | $6,407-79.1% |
| Admin fee / account holder | $51 | $15,207-99.7% | $12,098-99.6% | $12,270-99.6% |