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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 | $53,195 | $165,399-67.8% | $149,745-64.5% | $158,982-66.5% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 18.24% | 348.34%-330.1pp | 276.72%-258.5pp | 302.99%-284.7pp |
| Employer contribution / active EE | $902 | $5,105-82.3% | $4,646-80.6% | $4,763-81.1% |
| Participant deferral / active EE | $2,040 | $7,183-71.6% | $6,843-70.2% | $5,983-65.9% |
| Admin fee / account holder | $123 | $10,811-98.9% | $9,312-98.7% | $11,252-98.9% |