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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 | $17,387 | $114,013-84.7% | $103,693-83.2% | $155,188-88.8% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 80.8%-10.8pp |
| Annual return | 12.08% | 49.31%-37.2pp | 47.61%-35.5pp | 148.84%-136.8pp |
| Employer contribution / active EE | $200 | $3,131-93.6% | $2,920-93.2% | $4,248-95.3% |
| Participant deferral / active EE | $520 | $4,970-89.5% | $4,579-88.6% | $6,531-92.0% |
| Admin fee / account holder | $150 | $8,407-98.2% | $7,858-98.1% | $14,480-99.0% |