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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 | $20,740 | $117,444-82.3% | $99,479-79.2% | $152,909-86.4% |
| Participation rate | 72.7% | 77.5%-4.8pp | 73.8%-1.1pp | 82.5%-9.7pp |
| Annual return | 10.47% | 31.87%-21.4pp | 30.72%-20.3pp | 345.46%-335.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $370 | $4,086-91.0% | $3,619-89.8% | $5,851-93.7% |
| Admin fee / account holder | $79 | $7,635-99.0% | $6,253-98.7% | $11,601-99.3% |