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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 | $28,843 | $165,361-82.6% | $149,715-80.7% | $158,950-81.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 19.29% | 348.24%-328.9pp | 276.66%-257.4pp | 302.91%-283.6pp |
| Employer contribution / active EE | $1,364 | $5,103-73.3% | $4,645-70.6% | $4,762-71.4% |
| Participant deferral / active EE | $2,091 | $7,182-70.9% | $6,842-69.4% | $5,983-65.0% |
| Admin fee / account holder | $46 | $10,808-99.6% | $9,310-99.5% | $11,248-99.6% |