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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 | $29,318 | $165,381-82.3% | $149,730-80.4% | $158,966-81.6% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 18.45% | 348.29%-329.8pp | 276.70%-258.2pp | 302.95%-284.5pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,288 | $7,182-68.1% | $6,843-66.6% | $5,983-61.8% |
| Admin fee / account holder | $38 | $10,809-99.6% | $9,310-99.6% | $11,250-99.7% |