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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 | $22,898 | $102,609-77.7% | $98,090-76.7% | $138,895-83.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 19.20% | 36.44%-17.2pp | 37.05%-17.8pp | 145.39%-126.2pp |
| Employer contribution / active EE | $648 | $3,867-83.2% | $3,606-82.0% | $4,194-84.6% |
| Participant deferral / active EE | $1,564 | $8,167-80.9% | $7,845-80.1% | $6,396-75.5% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |