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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 | $16,095 | $97,125-83.4% | $86,233-81.3% | $137,256-88.3% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.0%+2.4pp | 80.0%-8.5pp |
| Annual return | 18.00% | 74.19%-56.2pp | 61.39%-43.4pp | 220.34%-202.3pp |
| Employer contribution / active EE | $390 | $2,841-86.3% | $2,504-84.4% | $4,156-90.6% |
| Participant deferral / active EE | $390 | $5,180-92.5% | $4,559-91.4% | $6,407-93.9% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |