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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 | $104,098-33.3% | $140,514-50.6% | $94,015-26.2% |
| Participation rate | 97.6% | 73.7%+23.9pp | 77.8%+19.8pp | 70.8%+26.8pp |
| Annual return | 17.96% | 15.14%+2.8pp | 14.36%+3.6pp | 17.84%+0.1pp |
| Employer contribution / active EE | $1,751 | $2,388-26.7% | $3,378-48.2% | $2,790-37.2% |
| Participant deferral / active EE | $1,805 | $4,033-55.3% | $4,919-63.3% | $4,249-57.5% |
| Admin fee / account holder | $24 | $10,439-99.8% | $13,697-99.8% | $8,951-99.7% |