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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 | $34,783 | $85,766-59.4% | $136,298-74.5% | $70,126-50.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 17.95% | 31.46%-13.5pp | 5156.27%-5138.3pp | 73.15%-55.2pp |
| Employer contribution / active EE | $701 | $2,966-76.4% | $4,696-85.1% | $2,343-70.1% |
| Participant deferral / active EE | $2,134 | $5,051-57.8% | $6,247-65.8% | $3,332-36.0% |
| Admin fee / account holder | $68 | $5,421-98.7% | $9,244-99.3% | $4,645-98.5% |