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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 | $57,981 | $165,381-64.9% | $149,730-61.3% | $158,966-63.5% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 14.56% | 348.29%-333.7pp | 276.70%-262.1pp | 302.95%-288.4pp |
| Employer contribution / active EE | $1,031 | $5,104-79.8% | $4,645-77.8% | $4,762-78.3% |
| Participant deferral / active EE | $1,312 | $7,182-81.7% | $6,843-80.8% | $5,983-78.1% |
| Admin fee / account holder | $274 | $10,809-97.5% | $9,310-97.1% | $11,250-97.6% |