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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 | $42,762 | $112,729-62.1% | $98,716-56.7% | $137,256-68.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 15.27% | 38.48%-23.2pp | 31.81%-16.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $511 | $2,725-81.3% | $2,279-77.6% | $4,156-87.7% |
| Participant deferral / active EE | $884 | $4,640-81.0% | $4,048-78.2% | $6,407-86.2% |
| Admin fee / account holder | $288 | $10,129-97.2% | $8,703-96.7% | $12,270-97.7% |