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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 | $18,852 | $114,119-83.5% | $107,187-82.4% | $138,895-86.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 17.04% | 273.21%-256.2pp | 204.55%-187.5pp | 145.39%-128.4pp |
| Employer contribution / active EE | $2,826 | $4,059-30.4% | $3,782-25.3% | $4,194-32.6% |
| Participant deferral / active EE | $1,140 | $5,538-79.4% | $5,096-77.6% | $6,396-82.2% |
| Admin fee / account holder | $192 | $10,024-98.1% | $9,162-97.9% | $12,562-98.5% |