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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 | $50,282 | $89,364-43.7% | $141,177-64.4% | $72,983-31.1% |
| Participation rate | 84.0% | 75.1%+8.9pp | 82.5%+1.5pp | 69.5%+14.5pp |
| Annual return | 23.35% | 111.86%-88.5pp | 71.40%-48.0pp | 81.01%-57.7pp |
| Employer contribution / active EE | $1,107 | $3,115-64.5% | $4,736-76.6% | $2,440-54.6% |
| Participant deferral / active EE | $1,358 | $5,419-74.9% | $6,710-79.8% | $3,608-62.3% |
| Admin fee / account holder | $11 | $5,959-99.8% | $10,263-99.9% | $5,124-99.8% |