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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 | $32,948 | $72,269-54.4% | $101,271-67.5% | $79,852-58.7% |
| Participation rate | 88.0% | 68.5%+19.5pp | 75.8%+12.2pp | 69.6%+18.4pp |
| Annual return | 16.14% | 22.29%-6.2pp | 46.48%-30.3pp | 31.72%-15.6pp |
| Employer contribution / active EE | $2,142 | $2,692-20.4% | $3,660-41.5% | $2,471-13.3% |
| Participant deferral / active EE | $452 | $3,282-86.2% | $4,371-89.7% | $3,740-87.9% |
| Admin fee / account holder | $145 | $4,401-96.7% | $5,948-97.6% | $5,306-97.3% |