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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 | $15,677 | $174,379-91.0% | $152,093-89.7% | $138,895-88.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.60% | 74.86%-61.3pp | 66.36%-52.8pp | 145.39%-131.8pp |
| Employer contribution / active EE | $1,327 | $4,652-71.5% | $4,175-68.2% | $4,194-68.4% |
| Participant deferral / active EE | $667 | $6,159-89.2% | $5,451-87.8% | $6,396-89.6% |
| Admin fee / account holder | $43 | $16,880-99.7% | $14,497-99.7% | $12,562-99.7% |