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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 | $122,866 | $162,136-24.2% | $152,301-19.3% | $154,746-20.6% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 15.00% | 91.02%-76.0pp | 80.50%-65.5pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,530 | $4,890-68.7% | $4,624-66.9% | $4,379-65.1% |
| Participant deferral / active EE | $2,252 | $8,341-73.0% | $8,004-71.9% | $6,730-66.5% |
| Admin fee / account holder | $178 | $15,759-98.9% | $14,398-98.8% | $14,365-98.8% |