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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 | $196,972-37.6% | $182,262-32.6% | $198,609-38.1% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 15.00% | 158.27%-143.3pp | 140.60%-125.6pp | 202.70%-187.7pp |
| Employer contribution / active EE | $1,530 | $5,364-71.5% | $5,046-69.7% | $5,055-69.7% |
| Participant deferral / active EE | $2,252 | $8,643-73.9% | $8,276-72.8% | $6,977-67.7% |
| Admin fee / account holder | $178 | $18,429-99.0% | $16,712-98.9% | $19,030-99.1% |