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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 | $29,015 | $124,330-76.7% | $109,173-73.4% | $167,536-82.7% |
| Participation rate | 88.9% | 79.5%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 13.30% | 26.04%-12.7pp | 25.75%-12.5pp | 478.82%-465.5pp |
| Employer contribution / active EE | $1,119 | $4,209-73.4% | $3,723-70.0% | $4,839-76.9% |
| Participant deferral / active EE | $1,399 | $5,256-73.4% | $4,654-69.9% | $6,342-77.9% |
| Admin fee / account holder | $4 | $7,974-99.9% | $6,755-99.9% | $12,315-100.0% |