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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 | $29,370 | $157,276-81.3% | $141,177-79.2% | $152,885-80.8% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.5%+5.8pp |
| Annual return | 22.90% | 64.33%-41.4pp | 71.40%-48.5pp | 345.39%-322.5pp |
| Employer contribution / active EE | $1,090 | $5,262-79.3% | $4,736-77.0% | $4,763-77.1% |
| Participant deferral / active EE | $1,483 | $7,110-79.1% | $6,710-77.9% | $5,851-74.7% |
| Admin fee / account holder | $18 | $12,123-99.9% | $10,263-99.8% | $11,598-99.8% |