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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 | $55,515 | $156,398-64.5% | $147,318-62.3% | $138,895-60.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.13% | 78.75%-60.6pp | 70.43%-52.3pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,155 | $4,853-76.2% | $4,593-74.9% | $4,194-72.5% |
| Participant deferral / active EE | $1,329 | $8,237-83.9% | $7,906-83.2% | $6,396-79.2% |
| Admin fee / account holder | $253 | $14,976-98.3% | $13,708-98.2% | $12,562-98.0% |