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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 | $11,473 | $68,097-83.2% | $62,929-81.8% | $137,256-91.6% |
| Participation rate | 70.0% | 77.4%-7.4pp | 73.1%-3.1pp | 80.0%-10.0pp |
| Annual return | 18.66% | 1859.11%-1840.5pp | 1063.93%-1045.3pp | 220.34%-201.7pp |
| Employer contribution / active EE | $740 | $2,811-73.7% | $2,505-70.5% | $4,156-82.2% |
| Participant deferral / active EE | $751 | $4,553-83.5% | $3,888-80.7% | $6,407-88.3% |
| Admin fee / account holder | $73 | $6,521-98.9% | $5,065-98.6% | $12,270-99.4% |