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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 | $29,463 | $165,381-82.2% | $149,730-80.3% | $158,966-81.5% |
| Participation rate | 77.3% | 84.6%-7.3pp | 82.5%-5.2pp | 82.0%-4.7pp |
| Annual return | 15.57% | 348.29%-332.7pp | 276.70%-261.1pp | 302.95%-287.4pp |
| Employer contribution / active EE | $1,060 | $5,104-79.2% | $4,645-77.2% | $4,762-77.7% |
| Participant deferral / active EE | $1,970 | $7,182-72.6% | $6,843-71.2% | $5,983-67.1% |
| Admin fee / account holder | $205 | $10,809-98.1% | $9,310-97.8% | $11,250-98.2% |