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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 | $36,990 | $215,361-82.8% | $171,082-78.4% | $273,972-86.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 76.7%-1.7pp | 83.0%-8.0pp |
| Annual return | 17.83% | 25.14%-7.3pp | 32.56%-14.7pp | 41.46%-23.6pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $755 | $5,543-86.4% | $4,797-84.3% | $5,287-85.7% |
| Admin fee / account holder | $106 | $10,846-99.0% | $8,520-98.8% | $10,133-99.0% |