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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 | $40,587 | $185,312-78.1% | $161,489-74.9% | $154,746-73.8% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.7%+13.0pp | 80.7%+11.0pp |
| Annual return | 21.49% | 103.84%-82.3pp | 89.72%-68.2pp | 172.34%-150.8pp |
| Employer contribution / active EE | $1,019 | $4,769-78.6% | $4,268-76.1% | $4,379-76.7% |
| Participant deferral / active EE | $1,186 | $6,350-81.3% | $5,630-78.9% | $6,730-82.4% |
| Admin fee / account holder | $117 | $18,654-99.4% | $16,006-99.3% | $14,365-99.2% |