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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 | $9,665 | $51,222-81.1% | $70,544-86.3% | $75,173-87.1% |
| Participation rate | 90.2% | 61.0%+29.3pp | 68.4%+21.9pp | 67.2%+23.0pp |
| Annual return | 20.30% | 30.06%-9.8pp | 32.79%-12.5pp | 160.72%-140.4pp |
| Employer contribution / active EE | $2,195 | $1,827+20.2% | $2,976-26.2% | $2,671-17.8% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $134 | $4,096-96.7% | $6,427-97.9% | $5,651-97.6% |