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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 | $31,019 | $116,203-73.3% | $93,621-66.9% | $152,909-79.7% |
| Participation rate | 70.8% | 78.1%-7.2pp | 75.8%-5.0pp | 82.5%-11.6pp |
| Annual return | 19.40% | 35.96%-16.6pp | 32.76%-13.4pp | 345.46%-326.1pp |
| Employer contribution / active EE | $1,347 | $3,219-58.1% | $2,719-50.4% | $4,764-71.7% |
| Participant deferral / active EE | $860 | $4,605-81.3% | $4,070-78.9% | $5,851-85.3% |
| Admin fee / account holder | $67 | $10,751-99.4% | $7,890-99.2% | $11,601-99.4% |