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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 | $15,075 | $100,970-85.1% | $96,576-84.4% | $137,256-89.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.61% | 38.16%-18.6pp | 38.47%-18.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,512 | $3,809-60.3% | $3,553-57.5% | $4,156-63.6% |
| Participant deferral / active EE | $1,315 | $8,286-84.1% | $7,956-83.5% | $6,407-79.5% |
| Admin fee / account holder | $43 | $11,312-99.6% | $11,381-99.6% | $12,270-99.6% |