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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 | $15,156 | $50,554-70.0% | $67,681-77.6% | $87,485-82.7% |
| Participation rate | 98.4% | 67.7%+30.7pp | 73.7%+24.7pp | 68.9%+29.5pp |
| Annual return | 18.70% | 17.81%+0.9pp | 590.58%-571.9pp | 26.06%-7.4pp |
| Employer contribution / active EE | $580 | $1,988-70.8% | $2,678-78.4% | $2,596-77.7% |
| Participant deferral / active EE | $941 | $2,961-68.2% | $3,976-76.3% | $4,274-78.0% |
| Admin fee / account holder | $137 | $4,132-96.7% | $6,100-97.7% | $7,775-98.2% |