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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 | $25,455 | $162,136-84.3% | $152,301-83.3% | $154,746-83.6% |
| Participation rate | 86.7% | 84.1%+2.6pp | 82.4%+4.2pp | 80.7%+6.0pp |
| Annual return | 18.48% | 91.02%-72.5pp | 80.50%-62.0pp | 172.34%-153.9pp |
| Employer contribution / active EE | $1,586 | $4,890-67.6% | $4,624-65.7% | $4,379-63.8% |
| Participant deferral / active EE | $2,321 | $8,341-72.2% | $8,004-71.0% | $6,730-65.5% |
| Admin fee / account holder | $264 | $15,759-98.3% | $14,398-98.2% | $14,365-98.2% |