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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 | $18,738 | $61,125-69.3% | $94,057-80.1% | $87,485-78.6% |
| Participation rate | 75.8% | 64.1%+11.7pp | 73.3%+2.4pp | 68.9%+6.8pp |
| Annual return | 15.36% | 35.20%-19.8pp | 480.62%-465.3pp | 26.06%-10.7pp |
| Employer contribution / active EE | $693 | $2,136-67.6% | $2,933-76.4% | $2,596-73.3% |
| Participant deferral / active EE | $419 | $3,260-87.1% | $4,709-91.1% | $4,274-90.2% |
| Admin fee / account holder | $117 | $5,629-97.9% | $7,244-98.4% | $7,775-98.5% |