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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 | $156,398-83.9% | $147,318-82.9% | $138,895-81.9% |
| Participation rate | 76.9% | 83.8%-6.8pp | 82.1%-5.1pp | 79.9%-3.0pp |
| Annual return | 13.05% | 78.75%-65.7pp | 70.43%-57.4pp | 145.39%-132.3pp |
| Employer contribution / active EE | $1,226 | $4,853-74.7% | $4,593-73.3% | $4,194-70.8% |
| Participant deferral / active EE | $1,226 | $8,237-85.1% | $7,906-84.5% | $6,396-80.8% |
| Admin fee / account holder | $190 | $14,976-98.7% | $13,708-98.6% | $12,562-98.5% |