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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 | $10,734 | $100,970-89.4% | $96,576-88.9% | $137,256-92.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.23% | 38.16%-19.9pp | 38.47%-20.2pp | 220.34%-202.1pp |
| Employer contribution / active EE | $398 | $3,809-89.6% | $3,553-88.8% | $4,156-90.4% |
| Participant deferral / active EE | $398 | $8,286-95.2% | $7,956-95.0% | $6,407-93.8% |
| Admin fee / account holder | $117 | $11,312-99.0% | $11,381-99.0% | $12,270-99.0% |