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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 | $18,511 | $107,666-82.8% | $102,184-81.9% | $154,746-88.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 18.91% | 29.33%-10.4pp | 31.58%-12.7pp | 172.34%-153.4pp |
| Employer contribution / active EE | $5,323 | $3,846+38.4% | $3,594+48.1% | $4,379+21.6% |
| Participant deferral / active EE | $2,435 | $8,719-72.1% | $8,309-70.7% | $6,730-63.8% |
| Admin fee / account holder | $165 | $12,943-98.7% | $11,609-98.6% | $14,365-98.9% |