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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 | $34,867 | $154,228-77.4% | $145,433-76.0% | $137,256-74.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.58% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,509 | $4,804-68.6% | $4,554-66.9% | $4,156-63.7% |
| Participant deferral / active EE | $649 | $8,216-92.1% | $7,897-91.8% | $6,407-89.9% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |