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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 | $23,297 | $100,970-76.9% | $96,576-75.9% | $137,256-83.0% |
| Participation rate | 72.2% | 82.6%-10.4pp | 81.4%-9.2pp | 80.0%-7.7pp |
| Annual return | 15.07% | 38.16%-23.1pp | 38.47%-23.4pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,109 | $3,809-70.9% | $3,553-68.8% | $4,156-73.3% |
| Participant deferral / active EE | $1,131 | $8,286-86.4% | $7,956-85.8% | $6,407-82.4% |
| Admin fee / account holder | $3 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |