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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 | $19,636 | $106,267-81.5% | $96,520-79.7% | $139,456-85.9% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 20.26% | 38.45%-18.2pp | 35.72%-15.5pp | 373.45%-353.2pp |
| Employer contribution / active EE | $996 | $4,105-75.7% | $3,739-73.4% | $4,753-79.0% |
| Participant deferral / active EE | $996 | $5,454-81.7% | $4,879-79.6% | $6,711-85.2% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |