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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 | $181,062-91.3% | $158,223-90.1% | $155,188-89.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.60% | 57.39%-43.8pp | 52.09%-38.5pp | 148.84%-135.2pp |
| Employer contribution / active EE | $1,327 | $4,565-70.9% | $4,109-67.7% | $4,248-68.8% |
| Participant deferral / active EE | $667 | $6,134-89.1% | $5,467-87.8% | $6,531-89.8% |
| Admin fee / account holder | $43 | $18,825-99.8% | $16,047-99.7% | $14,480-99.7% |