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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 | $19,993 | $117,846-83.0% | $102,434-80.5% | $145,884-86.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 11.18% | 31.90%-20.7pp | 29.46%-18.3pp | 551.85%-540.7pp |
| Employer contribution / active EE | $956 | $3,615-73.5% | $3,023-68.4% | $4,662-79.5% |
| Participant deferral / active EE | $1,235 | $5,733-78.5% | $5,055-75.6% | $6,690-81.5% |
| Admin fee / account holder | $280 | $13,356-97.9% | $9,462-97.0% | $13,392-97.9% |