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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 | $76,436 | $88,707-13.8% | $74,184+3.0% | $273,972-72.1% |
| Participation rate | 88.9% | 79.4%+9.4pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 5.70% | 11.94%-6.2pp | 17.74%-12.0pp | 41.46%-35.8pp |
| Employer contribution / active EE | $3,484 | $3,159+10.3% | $2,370+47.0% | $4,869-28.4% |
| Participant deferral / active EE | $871 | $4,212-79.3% | $3,550-75.5% | $5,287-83.5% |
| Admin fee / account holder | $31 | $8,717-99.6% | $5,586-99.4% | $10,133-99.7% |