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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 | $57,739 | $77,449-25.4% | $69,483-16.9% | $152,909-62.2% |
| Participation rate | 79.2% | 78.1%+1.1pp | 74.6%+4.6pp | 82.5%-3.3pp |
| Annual return | 28.01% | 39.09%-11.1pp | 28.99%-1.0pp | 345.46%-317.5pp |
| Employer contribution / active EE | $833 | $3,316-74.9% | $2,780-70.0% | $4,764-82.5% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $134 | $6,210-97.8% | $3,841-96.5% | $11,601-98.8% |