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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 | $44,384 | $154,228-71.2% | $145,433-69.5% | $137,256-67.7% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 20.09% | 74.59%-54.5pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,190 | $4,804-75.2% | $4,554-73.9% | $4,156-71.4% |
| Participant deferral / active EE | $1,198 | $8,216-85.4% | $7,897-84.8% | $6,407-81.3% |
| Admin fee / account holder | $293 | $14,344-98.0% | $13,129-97.8% | $12,270-97.6% |