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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 | $25,175 | $154,228-83.7% | $145,433-82.7% | $137,256-81.7% |
| Participation rate | 76.9% | 83.8%-6.9pp | 82.1%-5.2pp | 80.0%-3.0pp |
| Annual return | 13.05% | 74.59%-61.5pp | 66.58%-53.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,226 | $4,804-74.5% | $4,554-73.1% | $4,156-70.5% |
| Participant deferral / active EE | $1,226 | $8,216-85.1% | $7,897-84.5% | $6,407-80.9% |
| Admin fee / account holder | $190 | $14,344-98.7% | $13,129-98.6% | $12,270-98.4% |