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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 | $11,689 | $172,111-93.2% | $150,298-92.2% | $137,256-91.5% |
| Participation rate | 76.9% | 81.7%-4.8pp | 77.8%-0.8pp | 80.0%-3.0pp |
| Annual return | 25.03% | 69.37%-44.3pp | 62.79%-37.8pp | 220.34%-195.3pp |
| Employer contribution / active EE | $1,053 | $4,636-77.3% | $4,154-74.7% | $4,156-74.7% |
| Participant deferral / active EE | $1,487 | $6,166-75.9% | $5,453-72.7% | $6,407-76.8% |
| Admin fee / account holder | $17 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |