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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 | $65,204 | $81,208-19.7% | $98,920-34.1% | $79,852-18.3% |
| Participation rate | 89.7% | 72.5%+17.1pp | 76.0%+13.6pp | 69.6%+20.0pp |
| Annual return | 12.55% | 60.99%-48.4pp | 196.47%-183.9pp | 31.72%-19.2pp |
| Employer contribution / active EE | $847 | $1,960-56.8% | $2,689-68.5% | $2,471-65.7% |
| Participant deferral / active EE | $1,119 | $3,265-65.7% | $4,245-73.6% | $3,740-70.1% |
| Admin fee / account holder | $30 | $6,013-99.5% | $6,643-99.5% | $5,306-99.4% |