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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 | $16,606 | $111,535-85.1% | $105,223-84.2% | $137,256-87.9% |
| Participation rate | 86.4% | 78.1%+8.3pp | 75.0%+11.3pp | 80.0%+6.4pp |
| Annual return | 18.17% | 237.85%-219.7pp | 180.65%-162.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $4,545 | $3,939+15.4% | $3,689+23.2% | $4,156+9.4% |
| Participant deferral / active EE | $1,193 | $5,500-78.3% | $5,072-76.5% | $6,407-81.4% |
| Admin fee / account holder | $96 | $9,721-99.0% | $8,859-98.9% | $12,270-99.2% |