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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 | $43,703 | $172,111-74.6% | $150,298-70.9% | $137,256-68.2% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 14.48% | 69.37%-54.9pp | 62.79%-48.3pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,155 | $4,636-75.1% | $4,154-72.2% | $4,156-72.2% |
| Participant deferral / active EE | $722 | $6,166-88.3% | $5,453-86.8% | $6,407-88.7% |
| Admin fee / account holder | $94 | $16,471-99.4% | $14,116-99.3% | $12,270-99.2% |