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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 | $62,697 | $172,111-63.6% | $150,298-58.3% | $137,256-54.3% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 18.14% | 69.37%-51.2pp | 62.79%-44.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,349 | $4,636-70.9% | $4,154-67.5% | $4,156-67.5% |
| Participant deferral / active EE | $1,370 | $6,166-77.8% | $5,453-74.9% | $6,407-78.6% |
| Admin fee / account holder | $223 | $16,471-98.6% | $14,116-98.4% | $12,270-98.2% |