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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 | $69,382 | $95,453-27.3% | $112,040-38.1% | $82,448-15.8% |
| Participation rate | 97.6% | 72.8%+24.9pp | 76.5%+21.1pp | 68.1%+29.6pp |
| Annual return | 17.96% | 23.92%-6.0pp | 24.52%-6.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,751 | $2,318-24.5% | $2,954-40.7% | $2,551-31.4% |
| Participant deferral / active EE | $1,805 | $4,224-57.3% | $5,098-64.6% | $4,139-56.4% |
| Admin fee / account holder | $24 | $9,013-99.7% | $12,098-99.8% | $7,234-99.7% |