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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 | $73,133 | $154,228-52.6% | $145,433-49.7% | $137,256-46.7% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 23.99% | 74.59%-50.6pp | 66.58%-42.6pp | 220.34%-196.4pp |
| Employer contribution / active EE | $1,025 | $4,804-78.7% | $4,554-77.5% | $4,156-75.3% |
| Participant deferral / active EE | $2,173 | $8,216-73.6% | $7,897-72.5% | $6,407-66.1% |
| Admin fee / account holder | $19 | $14,344-99.9% | $13,129-99.9% | $12,270-99.8% |