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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 | $56,946 | $157,296-63.8% | $141,191-59.7% | $152,897-62.8% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 26.54% | 64.34%-37.8pp | 71.41%-44.9pp | 345.43%-318.9pp |
| Employer contribution / active EE | $2,095 | $5,262-60.2% | $4,736-55.8% | $4,764-56.0% |
| Participant deferral / active EE | $2,270 | $7,111-68.1% | $6,710-66.2% | $5,851-61.2% |
| Admin fee / account holder | $15 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |