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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 | $126,377 | $152,592-17.2% | $125,180+1.0% | $152,885-17.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.18% | 54.84%-34.7pp | 43.79%-23.6pp | 345.39%-325.2pp |
| Employer contribution / active EE | $1,723 | $4,947-65.2% | $3,866-55.4% | $4,763-63.8% |
| Participant deferral / active EE | $1,313 | $5,868-77.6% | $4,937-73.4% | $5,851-77.6% |
| Admin fee / account holder | $252 | $13,435-98.1% | $9,703-97.4% | $11,598-97.8% |