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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 | $29,794 | $60,349-50.6% | $74,184-59.8% | $62,881-52.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.99% | 21.38%-13.4pp | 17.74%-9.7pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,233 | $1,680-26.6% | $2,370-48.0% | $2,281-46.0% |
| Participant deferral / active EE | $1,125 | $2,856-60.6% | $3,550-68.3% | $3,203-64.9% |
| Admin fee / account holder | $208 | $4,261-95.1% | $5,586-96.3% | $4,296-95.2% |