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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 | $27,969 | $165,381-83.1% | $149,730-81.3% | $158,966-82.4% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 38.21% | 348.29%-310.1pp | 276.70%-238.5pp | 302.95%-264.7pp |
| Employer contribution / active EE | $1,055 | $5,104-79.3% | $4,645-77.3% | $4,762-77.9% |
| Participant deferral / active EE | $1,291 | $7,182-82.0% | $6,843-81.1% | $5,983-78.4% |
| Admin fee / account holder | $144 | $10,809-98.7% | $9,310-98.5% | $11,250-98.7% |