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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 | $27,314 | $108,911-74.9% | $100,392-72.8% | $145,884-81.3% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 51.01% | 58.23%-7.2pp | 49.45%+1.6pp | 551.85%-500.8pp |
| Employer contribution / active EE | $971 | $4,420-78.0% | $3,941-75.4% | $4,662-79.2% |
| Participant deferral / active EE | $2,183 | $8,459-74.2% | $8,090-73.0% | $6,690-67.4% |
| Admin fee / account holder | $12 | $9,698-99.9% | $7,904-99.8% | $13,392-99.9% |