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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 | $174,379-64.0% | $152,093-58.8% | $138,895-54.9% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 18.14% | 74.86%-56.7pp | 66.36%-48.2pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,349 | $4,652-71.0% | $4,175-67.7% | $4,194-67.8% |
| Participant deferral / active EE | $1,370 | $6,159-77.8% | $5,451-74.9% | $6,396-78.6% |
| Admin fee / account holder | $223 | $16,880-98.7% | $14,497-98.5% | $12,562-98.2% |